About
Clean books. Clear reports. Aligned teams. I help small businesses and churches know their numbers — and understand what they mean.
Whether you run a small business or lead a church — the goal is the same. A clear financial picture that the whole organization can move forward from.
If your books are a mess, your P&L doesn't tell you much, or your team has no visibility into where the company stands — I can help you change that.
Free 3-min assessment
Is your chart of accounts working for you? Take the quiz →If your finances are managed by a well-meaning volunteer, or you're a church plant figuring out where to start — I can bring structure, clarity, and reporting your congregation can trust.
Free 4-min assessment
How financially healthy is your church? Take the quiz →There's no shortage of bookkeepers. Here's what sets working with me apart.
Before I touch anything, I learn how you operate and what decisions you need to make. Then I rebuild your chart of accounts around those answers — not a generic template.
Every report comes with a plain-language narrative. Written clearly enough that your whole team or congregation can read it and understand it. Most bookkeepers don't do this.
You work with me — not a rotating cast of junior staff. I know your books, your organization, and I show up the same way every month.
I've run a business. I've led nonprofits. I serve as treasurer at my church. I understand the weight of what you're carrying — and I bring that to every client.
Most bookkeepers stop at the numbers. I believe healthy organizations are generous organizations. I can help you build an intentional generosity strategy — connecting your business or church with nonprofits that align with your values, structuring your charitable giving, and making generosity part of how you operate. This is rare. Most consultants don't touch it. I love it.
Once you book, I'll send a short intake form. By the end of the call, we'll both know if it makes sense to work together.
I assess what's there, rebuild your chart of accounts around how you actually run, and catch up any backlog. You'll get a “State of Your Books” summary when I'm done.
Every month — reconciliations, categorization, and a plain-language report that tells you what happened and what to watch next.
Budgets, KPIs, quarterly planning, coaching, generosity strategy. Once your foundation is solid, we build on it.
Reviews coming in as clients come on board. Verify my credentials below in the meantime.
Send me a message and I'll be in touch within one business day. From there we'll figure out together whether it makes sense to connect over email, phone, or Zoom.
