Welcome

I am now scheduling appointments starting January 31st. I am available Tuesdays, Thursdays, Fridays from 11 am until 7 pm and every other Saturday (February 4th is the 1st Saturday available) from 11 am until 4 pm. I am scheduling in-office appointments for clients that have specific questions that can’t be addressed via email or phone. If needed, I can also meet with you via Zoom online. If you’d like to gather your documents and drop them off in person, there is a mail slot in the front door of my office where you can drop your paperwork off at any time. I can also send you a link to upload your documents via my online client portal. Just let me know what you prefer. You can send an inquiry through the Contact page of my website.

My Philosophy

Sit Down… Relax… I’ve got you covered…

Accounting and Tax preparation should not be stressful for you. I want you to be comfortable from the moment you first contact the office. I offer a relaxed environment to allow you to quickly and comfortably discuss your financial and tax needs with me. Let me and my team of experts handle all of your financial needs.

Hiring a full-time bookkeeper is expensive. I can provide all of the same services at a fraction of the cost.  My mission is to provide superior bookkeeping services giving you the tools to accurately track and evaluate your business or personal finances.

Have some familiarity with bookkeeping/accounting?  No problem, let me know what services you need and we can customize a monthly service package that works for you and your budget.

This is not a large firm, which allows me to provide personalized, one-on-one assistance based on your needs. You will always know who is handling your information and I will be familiar with your expectations to ensure personal service to all of my clients for all of their needs.