My ideal client is someone who is starting a business or is ready to pivot in order to prioritize their personal life. As an entrepreneur and a parent myself, I also enjoy working with clients who are working to balance their work lives with their roles as parents. If you are looking for an accountant who is personable, encouraging, and willing to partner with you on your business finances rather than simply take over, I'm your gal.

To best serve my clients, I rely heavily on technology to efficiently and accurately provide all my services. Consultations are scheduled through Google Calendar, bookkeeping is executed through Xero, taxes are e-filed, technical support is recorded, and communication outside of meetings is primarily executed through email or text. Despite this reliance on technology, I always encourage clients to schedule in-person meetings whenever possible and love a good phone call to touch base.

I begin each client engagement with a phone call to allow us to introduce ourselves, for me to learn a bit about your business, and discuss your needs. At the end of the conversation, I'll send a proposal with recommendations that best suit the needs of your business and instructions for next steps. Even if I'm not the best fit for your business, I always do my best to refer another provider who may be!

As your consultant or accountant, it's important that I have all the necessary information about your business to ensure the accuracy of my work. The more you share with me, the better equipped I am to provide valuable insights and advice. As such, I encourage all of my clients to consider their comfort level with any accountant they consider working with, including myself. Knowing my clients' goals, concerns, and personalities helps me fill in the gaps where numbers alone might be found lacking to advise you on a holistic level.

As a small business owner myself, I know how important cost is often a determining factor in what resources I choose to invest in for my business. As such, I'm always transparent about my rates. While monthly expenses will vary based on volume, if you're interested in working with me, I will do my best to estimate the number of hours during your inquiry call so you can make an informed decision.

Bookkeeping = $30/hr

Accounting = $50/hr

Consulting = $150/hr

Tax Preparation