Our Team

Confidence is earned through experience. With over 25 years of experience preparing financial statements and calculating tax liabilities, I have provided services for medical and business professionals, individual trusts, industrial manufacturers, construction companies, retail store fronts, e-commerce, and entertainment production companies.

Experience in the field of accounting requires a love of learning, logic, and research. Prior skills from teaching physics and quality control management (ISO9001 and AS9100) transfer to processing tax credits, the recent Paycheck Protection Program incentives, state sales tax laws for internet sales, the Tax Cuts and Jobs Act application and risk control management. To make a good decision is to make an educated one.

Reliable accounting firms have systems in place to provide availability, accountability, and discretion. Technology provides availability but must be applied cautiously. With the application of quality controls, my firm has chosen technology brands that provide the most secure and consistent service.

Teamed with Matthew McKenzie, member of American Institute of Professional Bookkeepers and Quickbooks certified, we are available to you by phone, text, and fax; we provide email encryption and a secure portal for document delivery. Let us know how we can securely help you according to your technology comfort level.