I am a certified Quickbooks Pro with more than 15 years of bookkeeping, accounting and tax preparation experience. I am focused on delivering the best quality services to each of my clients. I stay up to date with the trends and changes in the accounting and tax field, giving my clients the opportunity to get real-world advice based on their personal or business needs.
I enjoy helping people make sound financial decisions and grow their businesses. I enjoy sharing my klowledge and offering guidance in the accounting field.
Frequently asked questions
What is your typical process for working with a new customer?
I meet with the customer for a 30-60 minute session to assess the current and long term needs, and expectations. The session can be conducted in-person, by phone, or via a video.
What education and/or training do you have that relates to your work?
I have studied accounting and have an active CPA license. I also have an MBA degree.