I help small to mid-sized businesses gain clarity and control over their finances by building structured, reliable, and scalable financial systems. My work goes beyond traditional bookkeeping—providing business owners with accurate reporting, operational insight, and financial strategy to support growth.
I bring over 25 years of experience in financial leadership, having held roles including Chief Financial Officer (CFO), Vice President of Finance, and Controller across a variety of industries. Since 2011, I have consulted with approximately 100 clients, giving me a deep understanding of diverse business models, operational challenges, and financial workflows.
This combination of executive leadership and hands-on consulting allows me to quickly identify inefficiencies, implement best practices, and deliver financials that are not just accurate—but actionable.
My approach is strategic, detail-oriented, and tailored to each client. I act as both a financial operator and advisor—ensuring your numbers are accurate, your systems are efficient, and your business decisions are informed.
Starter Bookkeeping Package
$300 – $500/month
Includes:
- Monthly bookkeeping (transaction categorization)
- Bank & credit card reconciliations
- Monthly financial reports (P&L, Balance Sheet)
- Email and phone support
Custom packages and higher-tier services available upon request.