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 with very small contracting businesses — owner-operators and shops of about five employees or fewer (plumbers, excavators, HVAC, carpenters, electricians, and similar trades).

These are owners who want accurate QuickBooks Online books and clear guidance, not a full back office.

I am not the right fit for larger multi-crew contractors or for certified payroll and prevailing-wage filing.

My Ideal Clients Are:

Medical professionals and very small contractors who want to grow the right way — typically from about $250k+ in annual revenue — and who want books that are accurate, ethical, and tax-ready. They are committed to QuickBooks Online and want reliable monthly bookkeeping so they can run the practice or the shop.

Clients who want a long-term partnership with a CPA, not a processing mill — drawing on experience as a former small business owner, an accounting educator, and a leader of internal audit teams.

If this sounds like you,

I’d love to explore whether we’re a good fit.