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  • Quicken
  • QuickBooks
  • Accounting For Small Businesses
  • Budgeting
  • Finance
  • Invoicing
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Bookkeeping
  • Excel
  • Personal Finance
  • Account Reconciliation
  • Budget Setting
  • Chart of Accounts

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  • Personal Finance & Budget Consulting

    $25/hr Starting at $50 Ongoing

    Dedicated Resource

    Services include: Discuss Personal Financial Position Budget & Spending Analysis Budget Consulting & Creation Loan & Debt Payoff The Basics of Personal Finance Education - Budgeting 101 & 201

    Budget SettingBudgetingClient RelationshipConsultingConsumer Debt
  • Accounting & Bookkeeping

    $30/hr Starting at $60 Ongoing

    Dedicated Resource

    Services include: QuickBooks Setup & Ongoing Support (Quicken and QuickBooks) Budget Setup & Maintenance Accounting Reconciliation Financial Reports (unaudited) Fixed Asset Tracking Year-end and Adjusting...

    AccountingAccounting For Small BusinessesAccounts PayableAccounts ReceivableAnalysis
  • Tax and Other Accounting Services

    $120/hr Starting at $120 Ongoing

    Dedicated Resource

    Tax Services include: Other Services Include: Financial Analysis - financial dashboards & reports for internal use. Fixed Asset tracking & depreciation

    AccountingAccounting For Small BusinessesAccounts PayableAccounts ReceivableBudget Setting
  • Quicken Personal Finance

    $30/hr Starting at $60 Ongoing

    Dedicated Resource

    Quicken - the BEST, most complete, personal finance software available! Services include: Setup & Ongoing support Budget Setup & Maintenance Bank Account Reconciliation Investment Tracking Personal Net...

    Account ReconciliationAccounting For Small BusinessesBudget SettingBudgetingCustomer Support
  • Year-end Clean-up: Quicken & Quickbooks

    $30/hr Starting at $60 Ongoing

    Dedicated Resource

    It's TAX SEASON! Does your Quicken or QuickBooks need a year-end review, clean-up, or reconciliation. We can review your books for general accounting accuracy to help make your tax-prep cleaner and simplified;...

    AccountingBook ReviewsFinancial ReportsQuickBooksQuicken


Accounting Professional with experience in Accounting & Finance, Bookkeeping and Tax Preparation, including Tax-Exempt Organizations/Not-for-profits.

A highly motivated and self-driven independent professional with experience in accounting & bookkeeping services, financial analysis, and tax preparation. In addition to providing accounting & bookkeeping services to small businesses, I also provide personal financial & budget consulting and assistance to individuals and families. I have a decade of experience with QuickBooks business accounting software and over a decade of experience with Quicken personal finance software. I have developed my own budgeting and personal financial tools using Excel. I am an advocate of educating students and adults of all ages about the importance of personal finance. I have written The Basics of Personal Finance and Budgeting 101 which are tools to educate and teach families how to maintain their personal finances.

Bachelor's Degree in Accountancy
Bachelor's Degree in Finance

5+ years - Tax Prep, individuals & small businesses
5+ years - Financial Statement prep & analysis
5+ years - Fixed Asset tracking
10+ years - Bookkeeping (Quick-books AND Quicken)
10+ years - Personal Financial & Budgeting consulting

Work Terms

I am available phone during regular business hours and early evening and can be reached via email anytime with expected reply in 1-2 business days. Please see my contact information.

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