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Skills

  • Accounting
  • Bookkeeping
  • QuickBooks
  • Xero
  • Budgeting
  • Cash Flow Analysis
  • Cash Flow Forecasting
  • Creative
  • Financial Analysis
  • Forecasting
  • Microsoft Excel

Services

  • Accounting

    $50/hr Starting at $250 Ongoing

    Dedicated Resource

    Any level of accounting from basic to expert. Working on projects to provide you with daily, weekly, monthly, quarterly numbers.

    AccountingBookkeepingQuickBooksXero

  • Xero

    $50/hr Starting at $250 Ongoing

    Dedicated Resource

    I am a Xero certified provider and have been working exclusively in Xero for about 5 years. I am an expert Xero CPA, happy to help you with any projects in Xero.

    AccountingBookkeepingQuickBooksXero

  • Budget

    $50/hr Starting at $250 Ongoing

    Dedicated Resource

    I am a CPA with extensive experience creating complex budgets and cash flow forecasts in Excel and other applications.

    BudgetingCash Flow AnalysisCash Flow ForecastingCreativeFinancial Analysis

About

I am a US based CPA who loves small business and has 25+ years of experience and education that I'd like to share with you.

I graduated from the University of Virginia’s McIntire School of Commerce with a Bachelor of Science in Commerce, with primary concentration in finance and secondary in marketing.I have worked in accounting and finance since 1994, with experience including corporate investment banking, public accounting, commercial lending, and private accounting. I have spent approximately 10 years working directly with small business owners to help fill their financial needs, and have been a small business owner myself.

I am a licensed CPA in North Carolina (License #35588) and Wyoming (License #2635). I am a member of the North Carolina Association of CPAs and the American Institute of Certified Public Accountants. I have lived in many places from Jackson Hole, WY to New York City, NY, both of which I enjoy, but am happy to call the Outer Banks my home. I spend my time outside of work being a mom to my two sweet children (who are teenagers now!), a wife to my lovely husband, walking my dogs, running, taking photos, painting, playing tennis, and going to the beach. I love to be outside in the warm humid ocean air, and consider myself very lucky:)

Work Terms

I work as an independent contractor, paid by the job or by the hour.