From the Heart of the Mohawk Valley
Your Remote CPA Partner
Your medical practice or contracting business deserves accounting expertise that matches your ambition. I provide specialized QuickBooks Online bookkeeping and proactive financial guidance for medical professionals and contractors who want more than just record-keeping.
Who I Love Working With
I partner with solo and small medical practitioners (doctors, chiropractors, physical therapists, dentists) and contracting business owners (plumbers, excavators, HVAC, carpenters, electricians, and similar trades) who are ready for more than basic compliance. These are clients who want clear, proactive financial guidance so they can make confident decisions with less stress.
My Ideal Clients Are:
Medical professionals and contractors who are serious about growing their business the right way — from startups to established practices generating $250k+ annually. They want peace of mind knowing their books are accurate, ethical, and fully compliant with tax laws. They're committed to QuickBooks Online and ready for reliable monthly bookkeeping support so they can focus on scaling their practice or business.
Clients who value a long-term partnership with a CPA who truly understands the unique challenges of running a medical practice or contracting business — drawing on real-world experience as a former small business owner, an accounting educator, and leader of high-functioning internal audit teams.
If this sounds like you,
I’d love to explore whether we’re a good fit.
Services Provided
Remote QuickBooks Online Bookkeeping
Specialized ongoing monthly support, catch-up projects, setup, and optimization designed for medical practices and contracting businesses who are committed to QuickBooks Online
All bookkeeping engagements begin with a paid diagnostic review to ensure we fully understand your needs from day one.
Proactive Advisory Services
Practical insights and guidance drawn from clean financial records — so you can make confident business decisions.
Available as an add-on for existing bookkeeping clients.

