Many of the people I work with come to me feeling stuck, frustrated, or unsure if their QuickBooks is set up correctly. My role is to help make the system make sense so you can confidently manage your business finances.
I am a Certified Public Accountant and Advanced QuickBooks ProAdvisor with extensive experience helping small business owners, nonprofits, and organizations understand and use QuickBooks with confidence. My background includes working with service-based businesses, rental...
Many of the people I work with come to me feeling stuck, frustrated, or unsure if their QuickBooks is set up correctly. My role is to help make the system make sense so you can confidently manage your business finances.
I am a Certified Public Accountant and Advanced QuickBooks ProAdvisor with extensive experience helping small business owners, nonprofits, and organizations understand and use QuickBooks with confidence. My background includes working with service-based businesses, rental properties, nonprofits, and growing organizations that need clear systems for bookkeeping, reporting, and monthly close processes. I hold a degree in accounting and maintain active professional certifications that keep me current on best practices and platform updates.
My teaching and tutoring approach is practical and supportive. Rather than focusing only on “where to click,” I help students understand why QuickBooks works the way it does so they can make informed decisions independently. I have experience teaching adults one-on-one in virtual settings, guiding clients through real QuickBooks files, troubleshooting issues, and explaining accounting concepts in plain language. Many of the people I work with are business owners or nonprofit leaders who feel overwhelmed by their books, and my goal is to help them feel confident, organized, and in control of their financial information.
I have worked with learners of varying experience levels, from complete beginners to users who need advanced support with reconciliations, cleanup, reporting, payroll, and monthly workflows. My sessions are collaborative and tailored to the learner’s goals, whether that means preparing for tax time, understanding financial statements, or setting up efficient systems going forward. I believe learning works best when it is relevant, respectful, and directly connected to real-world needs, and I strive to create a calm, judgment-free environment where questions are always welcome.
