Running a small business is hard enough. Your bookkeeping and taxes shouldn't make it harder.
I help solopreneurs and families move past the stress of messy or outdated books, tax season uncertainty, falling behind on QuickBooks, and managing everything alone without an expert. Services include monthly bookkeeping, cleanup & catch-up, tax preparation, and year-round tax guidance. Clients benefit from warm, professional support from a seasoned expert, direct access to the owner, clear communication, and secure remote work.
Direct access to owner
30+ years of experience
Secure remote systems
Plain-English explanations
Year-round tax guidance
Services
Monthly Bookkeeping
Precise, cloud-based oversight for QuickBooks Online. I keep your records organized and tax-ready every single month.
Reliable filing for individuals, families, and small businesses (S- Corps/LLCs & Partnerships). I provide clear explanations and zero surprises.
Plain-English explanationsSecure digital filingYear-round support for estimated payments and tax-smart decisions
Year-Round Tax Guidance
Ongoing support to help you make smarter financial decisions and avoid tax-season headaches before they start.
Quarterly tax strategy meetingsEstimated payment planningTax-smart decision support
Credentials & Certifications
Enrolled Agent (EA)
Advanced Certified QuickBooks ProAdvisor
Licensed Public Accountant (PA) - Delaware
Reviews
Rating
5
★★★★★
Reviews
14
"Excellent customer service👍"
Frequently Asked Questions
Do I have to live in New York or Delaware to work with you? +
No. I work with clients across the country using secure, remote collaboration tools.
Are there any hidden fees? +
Never. My pricing is transparent and confirmed in advance, so there are no surprises.
Will I always work with you directly? +
Yes. I am a solo practitioner, which means you get my 30+ years of expertise every time. Your sensitive financial data is never handed off to a junior staffer or outsourced to a third party.
Is my financial data safe if we aren't meeting in person? +
Absolutely. I use bank-level encryption and secure, private portals for all document sharing. This is significantly more secure than sending files via email or carrying physical paperwork to an office.
What sets your services apart? +
You get the practical support you need with the personal care of a solo practitioner. Direct Access: You always work one-on-one with me—never a junior staffer. 30+ Years of Experience: As an Enrolled Agent (EA), Advanced Certified QuickBooks ProAdvisor, and Licensed Public Accountant (PA) - Delaware. Secure Remote Systems: Your data is protected by bank-level encryption.
5.0
