I've been partnering with small business and individuals for over fifteen years to provide high quality accounting and tax services. However experience has taught me accounting is more than just numbers, and I have learned that success is built on a bedrock of solid internal controls and proven automated application integrations.
I assist my clients by filling critical gaps in their accounting processes. Whether you are a sole proprietor who can never find time to catch up on the accounting, or you are growing small business ham-stringed by limited resources to support a full accounting staff, I can support your business with traditional accounting or payroll support in a highly collaborative environment.
I also continue to support my clients' personal and business interests with a full suite of tailored tax advisory services supported by the same industry leading software providers leveraged by larger CPA firms.
As a Xero Advisor for small business accounting solutions, I can help your organization improve accounting workflow efficiencies. Leveraging Xero as the hub of accounting activity, integrated applications such as Gusto, Hubdoc, Bill.com, and WorkflowMAX can offer a cost effective & powerful ecosystem to empower your small business.
My practical approach to business was hatched in the management environment of a start-up serving the advertising, arts, and architecture industries in the Loop and Near West Side of Chicago, IL. Subsequently moving to Omaha, NE, I began my professional accounting career where I grew to serve as a partner at a larger local CPA firm having also served as its IT director. Following my true entrepreneurial spirit, I decided to I start my own practice in 2017 to pursue my unique professional interests. Combining this management experience with several years of consulting clients through their life and business challenges, I bring an unusually broad perspective to help clients work through whatever challenges come throughout their organization's life cycle.
My AICPA Certified Information Technology Professional (CITP) credential rounds out my professional background paired with significant IT operational experience. Add on my understanding of general IT internal control frameworks such as COSO or COBIT, or a more specialized cybersecurity framework such as the AICPA Cybersecurity Risk Management Framework or SANS CIS Critical Security Controls, I can help small business strategically navigate this complex world of risk management.