06/17/2026
📊 When I advertise my services, I make it a point to say that I'm a CPA + MBA with 20+ years of corporate accounting experience.
I do this because I want business owners to understand who I am, professionally.
✔️ Educated
✔️ Experienced
✔️ Licensed
And someone who genuinely loves accounting.
I don't need a roadmap. I don't need guidance from my clients to figure out what needs to be done.
I review your books, identify what needs attention, and get to work.
Over the years, I've handled thousands of reconciliations, financial statements, accounting processes, and balance sheet issues. That experience matters.
Anyone can categorize transactions.
The real value comes from understanding the story behind the numbers, recognizing when something doesn't look right, and knowing how to fix it.
That's the difference between bookkeeping and accounting.