I’m an accountant and 2x exited founder with 2+ decades of business operations experience. I specialize in small businesses taxed as S corps in the professional, scientific and technical services sector. And, I work remotely with businesses located all over the U.S.

Consultants, coaches, engineers, architects, and the like come to me for highly-specialized, pro-active advisory, accounting and tax solutions.

I’ve also taught small business bookkeeping, business formation and QuickBooks at community colleges for the past 10+ years. I’m a Certified QuickBooks ProAdvisor. And, I create online courses for sole proprietors.

I’m a little bit country and a little bit rock ‘n roll. The first half of my childhood was spent in Detroit going to Belle Isle, enjoying world-famous coney dogs with my grandpa at Genies Wienies on Conant Street and doing what we now call guerilla marketing with my sister for my parents’ side biz, a novelty store in our basement. Then, we moved to a working farm waaaay north of the city and life was all about goats and pigs.

Being an accountant wasn’t even on my radar while I attended seven colleges and universities before graduating. Yes, seven. I know what you’re thinking—no, I wasn’t a professional student. I worked full-time throughout those years and couldn’t decide what I wanted to do with the rest of my life. I fell into the “didn’t-have-a-passionate-calling” bucket. So, I started college in high school thinking I’d pursue psychology, then law, then ultimately something that would lead me to being a business owner.

I graduated summa cum laude from Western Carolina University with a BSBA in Business Administration and Entrepreneurship. And, then I completed a concentration in accounting.

After moving cross-country and managing an Asheville, North Carolina, architecture firm for seven years, the housing bubble went bust, and so did all the jobs at the firm. Then-jobless, and considering I’d managed the accounting and payroll at the architecture firm and also managed a mixed-use development company, I started a NC-based boutique consulting firm, offering accounting and consulting services to small biz owners. In addition to accounting, I did a lot of website dev, Internet marketing, recruiting consulting and research.

It became clear that business owners struggled the most with finances, taxation, cash flow, strategies, capital and planning, so I shifted narrow focus to these areas and biz took off.