Built for Founders. Backed by Strategy.
You're not just a line on a spreadsheet.
I help startups and small businesses simplify their finances, make smarter decisions, and stay ahead.
Helping Founders Simplify Their Finances and Scale With Confidence
If you’ve fallen behind on your bookkeeping or haven’t looked at your numbers in months, you’re not alone—and you’re not too far gone.
I work with founders and small business owners who are ready to take control of their finances, catch up fast, and build a system that actually works.
Get caught up without the shame: I’ll help you clean up your books, get organized, and know where your business really stands.
Move forward with confidence: With done-for-you accounting and expert guidance, you can finally focus on what’s next—not what’s overdue.
What I Do (and How It Helps You)
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Accounting
Cleanup to current, then monthly bookkeeping & reconciliations—plus a concise Monthly Snapshot™ (revenue/margin trends, operating cash-flow, A/R) and Summary Take so you always know the next move.
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Business Tax
Current-year preparation & filing (1120-S, 1065, 1120) with post-filing follow-up on that return. For proactive, year-round strategy, add Tax Planning.
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Individual Tax
Accurate, on-time filings with clear communication—W-2/1099, K-1s, investments, multi-state—from organizer to e-file.
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Tax Planning
Year-round strategy: quarterly reviews, estimate planning, and scenario modeling (owner comp, timing, deductions/credits), delivered with a clear written action plan.
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Let’s build your business
Ready to take the next step? Whether you need guidance on building your app or managing your business finances, I’m here to help. Book a one-on-one consultation, and let’s create a plan tailored to your goals.