Partner  Tax Accountant    Profitability Consultant

Email Kim

I worked on large business accounts when I started my accounting career and I am glad I did because it made me realize that small business accounts is where my true passion lies. I love to show small business owners how to streamline their accounting processes. When done properly, many of the tedious tasks associated with “keeping your books” is automated which ultimately allows you to spend your time elsewhere.

As a business owner myself, I understand how scarce time becomes but I also understand that hard work and persistence pays off. Whether you are saving to buy a building or planning on adding staff it is imperative to have a clear understanding of how your business is currently operating. You the business owner should be able to look at your Balance Sheet at any given moment and have it tell you a story to assist you in your decision making process. By having good underlying financial data you can measure your growth annually, quarterly, and monthly! Many times this can be achieved by simply pulling up a report in QuickBooks®.

Not only am I a business owner, but I am a wife and a new Mom.  Never before has technology proven to be such a vital tool in maintaining a healthy work-life balance.  I can't spend the amount of time in the office working like I used to.  Thankfully, our firm has progressed to a 99% virtual office so I can go home and work as if I was in the office!  With technology in hand, these are the types of real life scenarios that we share with our clients to help make them realize a proper work-life balance, as much as possible being a business owner anyway!

Give us a call today to schedule your free 1-hour consultation with Wendy and myself.  We have a lot of ideas just waiting to be shared with you.