About Us

I have the ability to quickly and easily see the big picture. Beginning with the end in mind, my assimilation process results in categorizing and prioritizing key processes into a timeline of successful integration.

I observe behaviors and ask specific questions to anticipate the needs of the leaders of the organization and use this insight to develop incentives that motivate each person within the business.

With complete awareness of data, people, and shared experiences, I formulate an efficient process and effectively implement it by providing accurate reportable data giving my clients the ability to make sound financial decisions.

I offer customizable monthly packages to collaboratively achieve company-wide objectives—improving the client retention processes, collecting and organizing client data, building and maintaining a solvent financial plan and fiscal monitoring system, as well as fortifying the company’s systems and documentation processes. In addition, I offer employee management, payroll processing, subcontractor payment processing, and payroll tax form processing. I am committed to improving your day-to-day operations with a streamlined system, data entry accuracy, and timely communication-both client-facing and internally.