With over 20 years of experience in the world of small business, I am passionate about helping entrepreneurs achieve financial stability and success. My journey began with a company I founded called The Office Doctor, where I focused on creating efficient processes and procedures for staffing, budgeting, and overall business operations.
Recognizing a significant gap in bookkeeping and financial management among small businesses, I went back to school to earn my accounting degree. This pivotal decision allowed me to deepen my expertise and provide tailored bookkeeping solutions that empower my clients to safeguard their finances against potential risks, including embezzlement and mismanagement.
For over 15 years, I have held ProAdvisor certification with QuickBooks (both Desktop and Online) and am proud to be an Enrolled Agent, a designation that empowers me as a federally authorized Tax Practitioner recognized by the U.S. Department of Treasury. My expertise extends to serving as a Business Tax Expert for TurboTax for over five years, where I guide clients through the complexities of tax preparation and compliance.
I am dedicated to equipping small businesses with solid financial foundations, ensuring they can thrive in today’s competitive landscape. Whether it’s through comprehensive bookkeeping services or strategic tax planning, my goal is to support your business's growth and peace of mind.
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