I have been dedicated to bookkeeping and financial organization since high school.

My passion for numbers, financial strategy, and tax efficiency has grown into a lifelong career focused on helping small business owners streamline their finances, reduce tax burdens, and grow their businesses.

With experience spanning multiple industries—including insurance, payroll, tax preparation, and business ownership—I understand the unique financial challenges entrepreneurs face. My mission is to provide expert bookkeeping and tax strategies that allow business owners to focus on what they do best while I take care of the numbers.

My Background & Education

My journey into bookkeeping and tax strategy started early. I graduated from James Monroe High School in Fredericksburg, VA, with a business diploma, where I studied bookkeeping, accounting, general business, and stenography. My education and experience have continued to grow throughout the years with specialized training, including:

• Virginia Property & Casualty Insurance Institute – License coursework (1982, 2001)
• Income Tax Preparation Courses – PTIN certification (2012)
• Career Technical Institute DC – Microsoft Operating Systems, Bookkeeping, Business Writing & Communications, Business Math (2019)
• Ultimate Medical Academy – BS in Accounting, with coursework in Bookkeeping, Accounting, Medical Coding, Business Math, Biology, English, and Science (2022)
• Intuit QuickBooks Online Certification (2024)
• Tax Pro Grow – Advanced tax code strategies (2024)

My Career & Experience

My diverse professional background has shaped my expertise in bookkeeping and tax strategy.

I have worked for major insurance companies like State Farm and GEICO, as well as several independent insurance agencies. I also worked as a payroll clerk and bookkeeper for my father’s masonry business.

As a business owner myself, I operated a painting and cleaning company, where I involved my five adult children—three of whom are now successful business owners. Running my own business has given me firsthand insight into the challenges that entrepreneurs face, allowing me to offer practical, real-world financial strategies.

Additionally, I have worked as an income tax preparer for Liberty Tax and have been responsible for preparing tax returns for both my children and myself for many years. I believe in ongoing education to stay up-to-date with tax laws and bookkeeping best practices to better serve my clients.

Beyond Bookkeeping: My Personal Life

I am passionate about educating and assisting small business owners in understanding the importance of organized bookkeeping, annual tax planning, and working smarter—not harder. My goal is to help clients maximize profits, minimize tax liabilities, and free up their time so they can focus on growing their businesses.

I strongly believe that by allowing me to handle bookkeeping and tax advisory services, business owners can benefit from lower stress, increased financial clarity, and more opportunities for growth.

“Outside of my professional work, I enjoy spending quality time with my seven grandchildren and family. I have a love for playing guitar, swimming, and participating in Bible study. Family and faith are central to my life, and I bring the same level of care and commitment to my clients as I do to my loved ones.”