A Small Business Bookkeeping & Tax CPA You Can Trust
I specialize in supporting sole proprietors, real estate investors, solopreneurs, and small business owners who want clean financials, clear strategy, and decisive guidance.
My services include bookkeeping and accounting, chart of accounts setup and optimization, cleanup and corrections, month-end accuracy, tax advisory and strategy, and tax preparation. I don’t just “do the books.”—I fix them, structure them correctly, and make them useful for decision-making.
I’ve spent my career working in and alongside the same industries I now serve. I understand how business owners think, what pressures they face, and where errors, inefficiencies, and tax exposure usually occur.
I bring over 10 years of experience in financial statements and analysis, and I hold both a CPA license and a real estate license. I’ve worked with hundreds of clients over the years and I’m known for being professional, direct, responsive, and results-focused.
If you want accurate books, clear numbers, strong tax positioning, and straight answers, I’m the right partner for you.
Small Business Bookkeeping Services
The CPA:
I ensure you remain compliant while aggressively reducing your tax liability.
The Real Estate Agent:
I understand the market, 1031 exchanges, and how to spot a good investment.
The Former Mortgage Officer:
I understand leverage, debt-to-income ratios, and how banks view your tax returns.
Ready to Elevate your business?
Frequently asked questions
How do I know you actually understand people like me?
Because I’ve lived in the same world as the people I serve. I’ve worked for business owners, alongside business owners, and I am one myself. I understand the pressure, the uncertainty, and the responsibility you carry every day. You won’t have to translate your life into accounting language for me.
Will I actually be able to communicate with you?
Yes. I don’t hide behind assistants, ticket systems, or layers of staff. If we work together, you work directly with me. I’m known for being responsive, direct, and honest — even when the answer isn’t what you want to hear.
Who is not a good fit for you?
If you want a ‘yes-man’, bargain pricing, or minimal involvement in your own finances, I’m not the right fit. If you want clarity, order, truth, and accountability — then we’ll work very well together.
I’ve felt judged or talked down to by CPAs before. Are you like that?
No. My job is not to judge. My job is to help you see clearly and then move forward intelligently. Shame and confusion keep people stuck. Clarity and direction change everything. That’s where I operate.
I’ve been ignored by accountants in the past once they had my money. Will that happen with you?
No. I don’t take on more clients than I can personally serve. That is why I turn people away. My reputation matters more than volume.
Do you actually care about my situation or am I just another account?
I work with a limited number of clients by design. I know their businesses, their patterns, and their pressure points. You are not a number in a system. You’re a person whose financial decisions affect your entire life.
Are you more ‘corporate’ or more grounded?
Grounded. I’m professional, but I’m still a human being. I speak plainly. I don’t use jargon to hide behind intelligence. I value truth, discipline, responsibility, and stewardship over appearances.
What type of clients do you work best with?
I work best with sole proprietors, solopreneurs, real estate investors, and small business owners who care about clarity and accuracy. I intentionally do not work with organizations over $25M in revenue or businesses managing more than 15 bank/credit accounts. I keep my client base focused so every client gets real attention, not outsourced attention.
A Steward of Your Trust I operate this business with the Kingdom in mind. My goal is to serve every client with integrity, excellence, and transparency, to the worship and praise of the Lord Jesus Christ.