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I am an accounting professional with a deep passion for helping organizations thrive financially.

 

My journey in accounting began when I earned my Bachelor's degree in 2009. Through a few connections, I landed my first job as a bookkeeper at a startup corporation. The team there was incredibly patient and supportive, allowing me to learn and grow on the job. As time went on, I wanted to help more people. Fortunately, I was approached by a local business that needed Quickbooks assistance, and he turned into my first client. It was immediately apparent that there was a need for bookkeeping and Quickbooks support, so I pitched becoming an outsourced bookkeeper to my current boss, and he said yes. My boss turned into my second client and also referred me to my first nonprofit organization. With my process and system mindset, my journey into client advisory and accounting services began, and the rest is history.

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Today, our focus is on serving both nonprofits and corporations with a forward-thinking approach to accounting that we call "legacy accounting." This methodology is all about planning ahead and ensuring long-term financial health and sustainability for our clients.

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Thank you for taking the time to get to know a bit about me and my professional journey. I look forward to the opportunity to assist more organizations in achieving their financial goals and leaving a lasting legacy.