My expertise in bookkeeping and financial services empowers clients to significantly enhance their bottom line. By implementing best practices, I help small businesses see improved profits in the realm of thousands of dollars and, when combined with my advisory services, these gains can reach into the millions.
I partner with clients to streamline business workflows, optimize inventory turnover, and plan for capital and cash flow needs. My diverse background includes partnerships at international advisory firms, CFO roles in early and mid-stage companies, and founding multiple startups. With a BA in Business and an MBA in Finance and Marketing, my extensive experience is a key asset for growing businesses.
To new clients, I extend a temporary offer of a FREE book evaluation and a 50% discount on a year’s cleanup service with a monthly retainer for bookkeeping.
