Over the years, I have helped several businesses with their books, including restaurants, clinics, attorneys, private therapists, and counselors. At this point, I am formally retired from my life's work in education and as a private counselor. However, I want to continue helping small business owners as they seek to use their time and energy in the best possible way.   

In the last couple of years, I have completed several QuickBooks training courses. I hold a Udemy Bookkeeping certificate. It is a privilege to work closely with your accountant for additional insights into the financials.

I keep a close eye on submitted medical payments and alert clients if insurance payments don't go through. This is very helpful as these insurance payments sometimes slip through the cracks.

Having your books clean and ready for the accountant when tax time comes is a great relief. Let me help you take on this extra but very necessary task for successful business operations.