about me
Commitment to Service
Your success is important to me because it is in some part a reflection of my service to you. My commitment to provide excellent bookkeeping services goes beyond just data entry; it includes effective communication, consistent best practices, and customized strategies tailored to your company. My top priorities are to ensure your bookkeeping records are organized and accurate, to keep you informed about your financial position, and to help you be prepared for what’s ahead.
Education & Experience
With over 15 years of bookkeeping experience and professional certifications, I’m highly capable of supporting your business.
- Education: BA from St. Edward’s University, Austin, Texas, with coursework and training in business and accounting.
- Certifications: Professional Bookkeeper, QuickBooks Online, QuickBooks Desktop, and QuickBooks Pro Advisor Levels 1 & 2.
- Applications: Thorough knowledge of 365 Office Suite, with excellent skills in Excel, as well as experience using various platforms to support payroll processing, tax filing, bill pay, and CRM/donor management systems.
- Experience: Data entry for banking credit and loan departments, international business marketing, nonprofit financial management, and solopreneur bookkeeping services.
Super Strength: Attention to Detail
Bookkeeping is a detail-oriented profession, and even minor oversights can have big consequences. Whether it’s consistency in entries, balancing accounts, or examining discrepancies, attention to detail makes all the difference. My drive to organize information and ensure accuracy will save you time and money, putting you on track for long-term success.
Professional Ethos & Values
In any successful business, it matters who you partner with, especially in managing your financial records. Here are the core values that center my professional practice:
- Accuracy and Consistency: Providing a high level of attention to detail to produce reliable financial reports for management and CPAs.
- Efficiency and Solution Building: Developing thoughtful processes that provide order and continuity, and result in expedited workflow and increased confidence.
- Effective Communication: Fostering the flow of information and feedback as necessary to support client goals and improve opportunities for success.
- Service and Integrity: Forging a positive relationship by understanding each client’s needs and providing personalized service that exemplifies the highest level of trust and professional standards.
Partnering with Me
I’d love to hear from you about what you need! I have a diverse range of skills, enjoy a challenge, and am a creative problem solver. Whether you need temporary or ongoing support, basic bookkeeping or customized services, contact me and I can help.
