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
I specialize in providing top-tier tax advisory, tax preparation, bookkeeping services, and CFO services. tailored to meet your business needs. With over two decades of experience, I have honed my skills to become a QuickBooks Online Expert and a QuickBooks Payroll Specialist. My journey began with my family-owned construction company, where I served as a bookkeeper for seven years, gaining invaluable hands-on experience.
My professional background includes working directly for QuickBooks as a Payroll Specialist and Online Expert, where I developed a deep understanding of the platform and its capabilities. This expertise allows me to offer comprehensive financial management solutions that help businesses streamline their operations and achieve financial clarity.
I have a Bachelor's Degree in Accounting, and I am currently pursuing my Master's Degree in Finance.
