CORE VALUES
Combining corporate finance expertise with hands-on experience in the construction and manufacturing industry, I help small business owners simplify their finances, stabilize cash flow, and grow with confidence.
Clarity
I believe that clear, organized financial records are the foundation of a successful business. By providing accurate and timely transaction management, I help my clients gain transparency to the financial statement of their business at any time, promoting informed decisions with confidence and peace of mind.
Client-Centered Service
Your business is unique, and so is your need for support. I will meet you where you are at...literally! Whether it's meeting at the job site, coffee shop, or connecting via phone, I will take the time to understand your goals and challenges, offering personalized solutions that align with your vision for growth and long-term success.
Integrity & Trust
Honesty and transparency are at the heart of everything I do. You can count on me to handle your finances with the utmost care and professionalism, ensuring you always have a trusted partner by your side.
01.
FINANCIAL RECONCILIATION & REPORTING
Get a complete picture of your business’s financial health. From profit and loss statements to balance sheets, our reports help you make informed decisions, track growth, and plan for the future. With my support, you’ll always know where your business stands financially.
02.
INCOME & SALES TAX REPORTING
By managing your tax obligations efficiently, I help reduce the risk of errors, avoid penalties, and keep your business running smoothly.
03.
PROJECT COSTING
Gain a clear view of your true project profitability. By tracking materials, labor, subcontractor costs, and overhead accurately, I help you compare estimates to actuals, control expenses, and identify where your business can improve margins on every job.
04.
CUSTOMIZABLE SERVICES
No two businesses are alike. That’s why I customize every setup—whether it’s job-costing for contractors, commission tracking for realtors, or multi-platform sales reconciliation for retail owners. Your books should reflect how you actually earn and spend, giving you clarity that drives better business decisions.
05.
RECEIVABLES & PAYABLES
Let's keep your cash flow organized and on track. From tracking incoming payments to ensuring timely bill payments, we help maintain healthy financial operations. My goal is to streamline your processes so you can focus on growing your business without the stress of missed invoices or late payments.
06.
INVENTORY & VENDOR MANAGMENT
By managing vendor payments and organizing purchase orders, I help reduce overhead costs and prevent supply shortages. My goal is to keep your business running seamlessly while optimizing your resources for maximum profitability.
“You can dream, create, design, and build the most wonderful place in the world. But it requires people to make the dream a reality.”
WALT DISNEY