Bookkeeping, accounting and taxes are essential to any profitable business, and this is how I selected my profession. My grandmother was an entrepreneur and small business owner, crafting stained glass kaleidoscopes by hand. Growing up around her business, I became aware of the importance of proper money management. This helped to foster a concern for fiscal responsibility in general, for myself and for others.

I decided to focus on a career that provided a necessity, not a luxury, and the ability to help other entrepreneurs realize their business goals and dreams as well. I take pride in helping others to help themselves and grow their businesses. I accomplish this by taking care of the basics so they can focus on doing whatever it is they do best.

I obtained a Bachelor’s degree in Accounting, but well aware that business cannot be learned in a classroom alone, I spent twelve years working my way through the ranks of the electrical distribution industry. This would include roles in AP, AR, Freight Auditing, Operations, Warehouse, Returns & Discrepancies, Project Billing, Logistics, and Inside Sales. It was a real life business education that taught me how the different functions of a company integrate, why they need each other, and why they need to respect each other. Most importantly, it taught me diplomacy, and the value of building and maintaining relationships.

In February 2021, I received my credentials to become an enrolled agent with the IRS adding to services offered. Being able to represent my clients in front of the IRS coupled with my accounting knowledge and experience makes me a better bookkeeper and allows me to better serve the many businesses who’ve trusted me with their accounting and tax planning and those who I’ll be able to serve in the future.

Bookkeeping, accounting and taxes are essential to any profitable business, and this is how I selected my profession. My grandmother was an entrepreneur and small business owner, crafting stained glass kaleidoscopes by hand. Growing up around her business, I became aware of the importance of proper money management. This helped to foster a concern for fiscal responsibility in general, for myself and for others.

I decided to focus on a career that provided a necessity, not a luxury, and the ability to help other entrepreneurs realize their business goals and dreams as well. I take pride in helping others to help themselves and grow their businesses. I accomplish this by taking care of the basics so they can focus on doing whatever it is they do best.

I obtained a Bachelor’s degree in Accounting, but well aware that business cannot be learned in a classroom alone, I spent twelve years working my way through the ranks of the electrical distribution industry. This would include roles in AP, AR, Freight Auditing, Operations, Warehouse, Returns & Discrepancies, Project Billing, Logistics, and Inside Sales. It was a real life business education that taught me how the different functions of a company integrate, why they need each other, and why they need to respect each other. Most importantly, it taught me diplomacy, and the value of building and maintaining relationships.

In February 2021, I received my credentials to become an enrolled agent with the IRS adding to services offered. Being able to represent my clients in front of the IRS coupled with my accounting knowledge and experience makes me a better bookkeeper and allows me to better serve the many businesses who’ve trusted me with their accounting and tax planning and those who I’ll be able to serve in the future.