Bookkeeping is the process of recording financial transactions and preparing financial reports. Accounting is a broader term that encompasses bookkeeping, as well as other tasks such as financial analysis, tax planning, and auditing.

We love partnering with the kinds of small businesses that are the heart of our communities. Our clients range from bustling local restaurants and charming retail stores to dedicated professional services firms and innovative online brands. If you're passionate about what you do, we're passionate about helping you succeed.

My foundation is over 30 years in the highly-regulated world of banking and insurance. That experience taught me the importance of meticulous accuracy and trusted professionalism. Skills I bring to every clients' books.

Beyond just balancing the books, my background in leading successful teams means I understand the bigger picture of business growth. I’m not just your bookkeeper; I'm your partner in building financial clarity so you can focus on what you do best. You get the best of both worlds: rigorous financial discipline and a supportive, business-minded approach.