Let's get your bookkeeping records up-to-date! Your bookkeeping will be organized and you will have peace of mind.
Truly understand your business's financial performance. Armed with clear, actionable financial reporting you will have peace of mind knowing you have the information you need to make informed decisions.
Let's get you set up and trained to maintain your records yourself! Setting up the latest softwares & apps will give you a head start on keeping your financials up-to-date!
Focuses on providing strategic insights by reviewing and interpreting financial reports/KPIs. This is above and beyond basic bookkeeping services to help you understand your financial position, identify trends, and assess the overall performance.
Hi everyone! I live Greenwood, Indiana and earned my Accounting Associate degree from Indiana University when they still had such a thing. :-) Then I earned my Finance degree from the Kelly School of Business at IU. My 38-year corporate America career focused on accounting - payroll, accounts payable, accounts receivable, invoicing, purchasing, inventory, etc - for many years managing accounting departments and presenting financial reports on a routine basis. I eventually moved into system implementations staying close to accounting systems. I have also earned a few important certifications along the way which are highlighted below.
My background is perfect fit to help you with your bookkeeping. Today's world is very technical - tying all those systems together takes a technical nerd. That's me! I am an Advanced Certified QuickBooks ProAdvisor and a certified Professional Project Manager. But you also need someone who can categorize and analyze the numbers to help guide you on the best decisions for growing your business. I can provide that guidance as this is a true passion for me. Let's talk!
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