I started off my career in bookkeeping and then continued gaining finance knowledge by working at local wealth management firms for another ten years.  I worked daily with high net-worth individuals who were highly focused on their bookkeeping, budgeting, planning, and cashflow.  I saw first hand how these fairly simple but important tools have the ability to educate, motivate, and empower.  Since these tools are not exclusive to the affluent, I had a desire to share these tools with others to help them on their finance journey.  

With two kids under two, I decided it was a great time to start my own bookkeeping business.  Nothing quite like motherhood to push you in new directions!  Since starting my business five years ago I have worked with multiple businesses and nonprofits.  My previous experience at family-offices has also put me in a unique position to work with individuals on their personal finances.  

I have many tools available to streamline bookkeeping, payroll, and billpay.  I also am currently working on a Google Sheet template for small businesses and contractors to manage their own bookkeeping if they don’t feel ready for a program like Quickbooks.

I love helping other women gain confidence in their finances so that they can focus on their families and flourishing businesses!