Professional Bio

I’m a CPA and CMA with over 10 years of experience providing accounting, tax, and advisory support to small businesses, nonprofits, and growing organizations. My work focuses on helping business owners and leadership teams gain clarity around their financials so they can make informed, confident decisions. My background includes full-cycle accounting, bookkeeping cleanups, month-end and year-end close, reconciliations, and financial statement preparation. I’ve worked with clients across a wide range of industries, including professional services, digital businesses, real estate, trucking, restaurants, and nonprofit organizations. I’ve also held in-house leadership roles, where I supervised accounting teams and improved processes, controls, and reporting workflows. In addition to compliance and reporting, I provide advisory support such as budgeting, forecasting, KPI development, cash flow analysis, and entity-level planning. I’m especially effective in complex or messy situations, where I can quickly identify issues, clean up historical data, and implement systems that are sustainable long-term. I currently provide remote accounting and advisory services through my firm, Account For Data LLC, and I frequently support clients on a contract, project-based, or fractional basis. I’m detail-oriented, collaborative, and focused on building practical financial systems that support growth—not just getting through tax season.