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Business Analysis Desk

About

The Full Story

I help business owners gain clarity and control over their finances so they can make confident decisions and focus on running their business.
 

With a background in corporate accounting and finance, including controller-level roles, I bring a structured, detail-driven approach to bookkeeping and financial management. What truly drives my work is helping people reach their goals. I enjoy partnering with business owners, understanding what they’re building, and using financial clarity to support smarter decisions and long-term success.

My services go beyond basic bookkeeping and include books cleanup, monthly bookkeeping, payroll through Gusto, budgeting and forecasting, financial statement review, and controllership-level insight. I also create customized Excel and Power BI dashboards that turn financial data into clear, actionable information.
 

I work closely with my clients and tailor my approach to their needs. For businesses located in the NC Crystal Coast area, in-office, on-site support is available. All services can also be delivered efficiently and securely on a remote basis.
 

My goal is simple: to provide accurate financials, meaningful insight, and dependable support—so your numbers work for you, not against you.
 

If you’re looking for a trusted financial partner who values clarity, organization, and thoughtful planning, I’d love to connect. You can also learn more about my professional background on LinkedIn.

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Credentials
Finance & Accounting (B.S.) • Master of Accounting (in progress) • QuickBooks ProAdvisor • Controller-level experience

Let’s Work Together

Get in touch so we can start working together.

  • LinkedIn

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