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About Me
One partner for your books, taxes, and the IRS. I help business owners keep clean, accurate books, pay the least legal tax, and make confident decisions—all in one place. With proactive planning and year-round support, you get clarity, compliance, and time back to run the business.
I’m an Enrolled Agent (EA)—a federally licensed tax expert with unlimited representation rights before the IRS. That means I can handle your bookkeeping and accounting, prepare your returns, and (if needed) step in to manage audits, notices, payment plans, or tax problems—calmly and end-to-end.
If you want stress-free finances and a single expert who knows your numbers inside and out, let’s talk. I offer a no-pressure Books & Tax Checkup to show you quick wins and a simple plan forward.
Integrated Financial Solutions
My dual expertise as a bookkeeper and Enrolled Agent ensures your financial records are always accurate, optimized for tax season, and compliant with the IRS.
Ongoing Monthly Bookkeeping
Ongoing Monthly Bookkeeping
Complete transaction management, account reconciliation, and delivery of professional, tax-ready financial statements year-round.
QuickBooks Setup
QuickBooks Setup
Expert setup and customization of your QuickBooks file, ensuring a solid foundation for both books and tax prep.
Catch-up & Clean-up
Catch-up & Clean-up
Need to fix historical data or catch up on past months? I specialize in fast, accurate clean-up projects to prepare you for tax season.
Advisory & Reporting
Advisory & Reporting
Beyond just data entry, I offer customized reports and insights to help you understand profit margins and make strategic business decisions.
Tax Preparation & Filing
Tax Preparation & Filing
Accurate preparation and electronic filing of Federal and State returns for individuals, sole proprietors, and small businesses.
EA Representation & Planning
EA Representation & Planning
As an Enrolled Agent, I can represent you before the IRS for audits, collections, or tax appeals, and provide proactive tax planning.
My Approach: Simplifying Your Success
I believe that bookkeeping should be a tool for growth, not a source of stress. My goal is to streamline your financial operations, giving you back time and energy to focus on what you do best: running your business.
Whether you are a busy freelancer, a growing e-commerce shop, or a local service provider, I manage the complexities of your books with precision and integrity. My virtual services mean seamless collaboration, no matter where you are located.
✓Dedicated focus on QuickBooks efficiency.
✓Transparent, fixed pricing for reliable budgeting.
✓Secure, cloud-based workflow for 24/7 access to your data.
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Your Finances, Simplified.
Partner with an expert who speaks your language.
Certified QuickBooks ProAdvisor
Certified QuickBooks ProAdvisor
My certification ensures I am always up-to-date with the latest QuickBooks features and best practices, providing you with the highest level of expertise.
TRUSTED EXPERTISE
Ready for Financial Peace of Mind?
Let's discuss how customized bookkeeping can save you time, reduce stress, and prepare your business for its next stage of growth.
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