Hi! Let me assist with your business bookkeeping and finance concerns

Are you a business owner spending hours of your time managing your finances? Drowning in receipts? Struggling with Excel? Lost in the sauce trying to keep up with all of your growing needs, from profitability to expense management? Business owners spend upwards of 100's of hours each year managing their own books. That's days and weeks of your time that could be better spent growing your business or spending time enjoying the fruits of your labors, such as time with friends and family, travelling, knocking out bucket list items, the list goes on and on.

I can help! Schedule a consultation to see how I can assist with optimizing your financial processes.

A little about me: I am a former FinTech professional with nearly 20 years experience in the financial services industry including middle office trading, portfolio valuations, systems analysis, project management, fund administration, financial reporting, budgeting, and wires processing management. A bit of a jack of all trades in the financial services industry. I hold 2 MBAs in finance and probably love spreadsheets more than anyone reasonably should. I have spent the past several years managing books and records on a volunteer basis and have long desired to help my fellow small business owners succeed. In my spare time, I can be found volunteering at my local zoos or working on creative projects such as furniture builds and restoration.

Work Terms

I work on a flexible basis and am available in the afternoons and evenings as well as some weekends. I respond quickest to text messages and emails.