Business checking
Know precisely what you’re earning, spending and saving
Business savings
Automated savings that earn you 1.00% to 3.00% APY¹
Profit First banking
Relay is the official banking platform for Profit First
Receipt Management
Capture and store receipts for safekeeping
Accounts payable
Review, approve and pay bills within business banking
As an experienced accountant, tax advisor, and trusted partner to business owners, I help clients gain true financial clarity and maximize their cash flow. My specialty is making the complexities of tax and accounting simple turning detailed numbers into understandable, actionable strategies that help businesses grow.
Drawing from my own journey as both a business owner and parent, I know first hand how important it is to balance financial health with family needs. My approach centers on transparency, long term planning, and open collaboration, so every client feels confident about their financial future.
Whether it is smart tax planning, proactive strategy, or just having a reliable expert in your corner, my mission is to empower business owners to thrive today and build a secure tomorrow for themselves and their families.
