I've been working in the accounting world for over 20 years, which is still even a surprise to me! I've built my knowledge base largely on-the-job, working for 2 multi-million-dollar companies as an employee and serving a wide variety of small business clients as a self-employed entrepreur over those 20 years.

I now have a solid client base, who run the gamut from health and wellness practitioners to graphic designers to construction services. I don't serve a particular industry, but I do prefer to serve solopreneurs and/or family businesses who focus on services rather than products. I joke that my niche is the niche-less.

One thing I see again and again is clients coming to me who’ve received minimal to no useful guidance on how to manage the financial pieces of their business and especially the compliance aspects, which are sort of a gray zone between the CPA, business owner and bookkeeper. Entity type, payroll, financial statements and data management are all ways to empower yourself and your business to work for you rather than to own you.

Finally, (and this is really important), I love supporting small business owners to legally use the tax code and business structure to keep as much money circulating in their communities as possible. As a bookkeeper, I am uniquely positioned to uncover tax savings opportunities long before tax season.