Less time worrying about taxes. More time doing what you love.

I work with two kinds of clients: small business owners and short-term rental owners. Keeping the practice narrow means I go deep on the accounting and tax issues that actually affect you — not a little bit of everything for everyone.

That means accurate financials, fewer surprises, and taxes you're not overpaying.

 

One flat monthly fee.

No hourly billing, no surprise invoices, no hesitating to call me with a question. Your fee is based on complexity and you'll know it before we start.

Your finances shouldn't be another thing to worry about.

You shouldn't have to wonder whether your books are right, whether you've set enough aside for taxes, or whether you're missing something you should be doing. You also shouldn't have to be the go-between for your own advisors — if you work with a financial advisor, estate planner, or attorney, I'll coordinate with them directly, as a team, so everyone's working from the same numbers.

I stay on top of your accounting and taxes all year, so you can spend your time on the things that matter to you.