I’ve been an accountant for more than 30 years. More than just a QuickBooks ProAdvisor, I’ve used QuickBooks since the program first came out!  And I’ve used it in nearly every type of business model you can imagine. I've worked for CPA firms, as the Controller for several large companies, as the CEO of my own Bookkeeping Services company and before that on my own as a freelancer serving small & medium-sized businesses across dozens of industries.

My favorite part of accounting has always been managerial-side reporting.   I have a passion for helping business leaders take charge of their data and delivering the KPIs your current system has long denied you!

For the last 6 years I have been working as a corporate controller bringing QuickBooks data into Power BI to create refreshable custom financial statements and manager reports, automating complex calculations and importing data and complex journal entries back into QuickBooks. I have also created Power Apps and embedded them into Power BI reports to gather custom fields, solve business problems, and save time & money for the organizations I have served.