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About Us

About Me

My experiences have taken me from working with CPA firms to small to mid-size businesses, corporations, acquisitions to startups, and individuals who need help with their personal finances and the oversite of the care of a person with Frontal Lobe Dementia. I've published writings, was a public speaker and educator for the Senior Health Insurance Program through the Department of Insurance advocating for those unable to advocate for themselves and started my career in Health Care Revenue Cycle Management. 

Services and Experiences

We offer bookkeeping, financial and managerial accounting, payroll, tax filing services, and data management. Tax preparation and e-filing are currently processed through our affiliate. We also offer administrative services.  We have worked in the following industries: Trucking, Freight Brokerage, Packaging, Print, Marketing, Construction/Design-Build, Law, Dental, Health Care and Accounting for a variety of specialties, Restaurants, Real Estate, Steel Company, Personal Home Care Management and as a Trust Officer, to name a few. 

Working with us

When you work with us, you'll be in the hands of well rounded knowledgeable professionals that understand the magnitude of the project and the impact. We go through a discovery period while processing your request. Delivering a final product is our aim.