Executive-Level Insight for Everyday Business Owners
I help business owners save time, understand their numbers, and make better financial decisions. Before I ever offered bookkeeping, accounting, and tax prep, I spent years in leadership roles as a CEO, CFO, COO, and HR leader - so I know the pressure and uncertainty that come with running a business.
My work now is simple: give you clear numbers, useful insight, and less stress.
Who I Am - and How That Helps You
I’ve spent much of my career in roles where the stakes were high and the margins for error were small - leading organizations as a CEO, managing finances as a CFO, keeping operations moving as a COO, and supporting people as an HR leader.
That experience taught me two things:
Numbers are never just numbers; they’re stories about people, systems, and decisions.
Clarity is one of the most generous things you can give a business owner.
Now, I use that full-suite background to help small businesses:
Get clear, accurate financial information
Understand what their numbers are saying
Make decisions with more confidence and less guesswork
Prepare for taxes without last-minute panic
You don’t need a full-time executive team—you just need someone who understands how the pieces fit together and can translate that into everyday decisions.
And while I take your finances seriously, I’m not afraid to reference Wakanda or a good origin story if it helps the numbers make more sense.
What You Can Expect
Clarity – Plain-language explanations and reports that actually make sense.
Reliability – You know what’s happening with your books and when.
Partnership – I’m not just dropping off reports; I’m here to help you use them.
Perspective – Advice shaped by CEO/CFO/COO/HR experience, not just data entry.
How Clients Typically Feel After We Work Together
“I finally understand what my numbers mean.”
“I’m not embarrassed to look at my books anymore.”
“I can plan ahead instead of constantly reacting.”
“Tax season doesn’t feel like a jump scare now.”
Ready to Spend Less Time Worrying About Your Numbers?
If you’d like clearer financial information, better decisions, and a partner who understands both the numbers and the larger business story, I’d be glad to talk.