I’m a Certified Advanced QuickBooks ProAdvisor based in Austin, Texas. I hold a B.S. Degree in Corporate Finance and Investment Analysis from the University of Southern California. “Helping Businesses Grow” is more than a tagline — it’s the reason I do bookkeeping. My work is centered on helping business owners increase profits, save time, and avoid costly mistakes through accurate, personalized financial management.

Most business owners don’t struggle because they lack skill — they struggle because they don’t have clear, reliable financial information. My job is to remove that burden so you can run your business with confidence. I make your numbers easy to understand, your books organized, and your decisions simpler.

My background in high‑stakes financial environments — including hedge fund operations and companies preparing for public markets — taught me the importance of accuracy, documentation, and integrity. I bring those same standards to every small business I support.

I have over twenty years of experience in the field of finance. I worked closely with startup companies, helping them develop business plans and secure the structure they needed to grow. Two of those companies successfully listed on the NASDAQ stock exchange. I also ran a registered investment advisory firm and hedge fund, where I managed operations, compliance, client communication, and all internal bookkeeping.

That experience gave me a deep appreciation for clean financial records, transparent reporting, and ethical decision‑making. Today, I apply that same discipline to bookkeeping — helping business owners stay organized, understand their numbers, and make confident, informed decisions.

I know how stressful it feels when books are behind or financial statements don’t make sense. My goal is to bring clarity. Clients appreciate my ability to explain complex financial information in a straightforward, practical way. Bookkeeping should empower you, not overwhelm you.

When your books are accurate and up to date, you can finally answer the questions that drive growth: Am I profitable? Can I hire? Which services make the most money? How much should I save for taxes? What should I focus on next? I make sure you always have those answers.

Whether you’re a contractor, tradesperson, or service‑based business, I’m here to help you stay organized, compliant, and financially confident so you can focus on serving your customers.

Although we’re based in Lakeway and serve the Austin area, we work with clients nationwide through secure cloud technology. QuickBooks Online is at the center of our work because of its reliability, security, and integration with modern business tools.

We pride ourselves on fast, accurate, and affordable service. We’ve supported businesses across many industries and built systems that save us time and save you money. Our clients trust us to keep their books clean and their tax burden minimized.

On a personal note, I’ve been married to my wife, Barbara, for 42 years. We have three children and six grandchildren, and family remains at the heart of everything I do.