I am a professional bookkeeping and financial consultant that has worked with small business owners for over 25 years helping them use their financial statements to increase profits and the value of their businesses. It is vital for small business owners to not only have access to their updated P&L but also understand how the information can be used to increase their bottom line. My passion is helping small business owners by being a reliable business partner that helps owners take their small businesses to the next level.

I worked with small business owners with succession planning for many years. I provided feedback on business financial statements so small business owners could implement changes to increase their profits and business value. What I found is most business owners could not produce a basic balance sheet or P&L because they did not have reliable bookkeeping in place. I wanted to close this gap and provide the much needed bookkeeping services while continuing to provide advisory services to help small business owners use the financial reporting to increase their profits and value.