Bookkeeping, Financial Consultant
I am a co-owner of a consulting company my husband and I founded when we left the corporate world but still wanted to offer our skills for hire on a part-time basis or in short-term engagements.
Since I have always been the numbers person, organizer, and planner in our family, I joined the American Association of Daily Money Managers. I coach people to better understand their personal or small business financial picture. For individuals, we work together so they feel confident that their spending and saving habits are on track. For solo business owners, I organize and consolidate their business transactions so we can take a look at profit and loss trends and forecast cash flow.
I have a background in software development with a startup computer company, and I haven’t lost my love of the latest and greatest technology. For over 20 years I’ve used Quicken, Quickbooks, and Excel to keep track of money and prepare financial statements, graphs, and budgets. I am excited to see and experiment with the many easy-to-use financial apps, web interfaces, and integrations of point-of-sale systems with bookkeeping, scheduling, payroll, and the list goes on!
Whether you are a numbers person or not, I enjoy learning about your unique businesses and helping you get financial information organized and at your fingertips for easy tax preparation, clear decision making, and peace of mind.
Consulting Expertise Includes:
- Financial Management