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We take every IRS and state agency letter off your hands and handle it for you.
Executive-level financial strategy, scaled to fit a growing business.
Not ready for a full-time CFO? We turn your numbers into a plan you can act on.
Accurate, organized books that give you a clear picture of where you stand.
We’ll match you with the retirement plan that actually fits your goals.
Proactive, year-round tax work that legally lowers what you owe.
As the founder of Checks & Balances Accounting, my goal is simple: to help my clients understand and optimize the financial side of their business.
I bring decades of corporate financial experience, including work with industry leaders like Price Waterhouse and IBM, along with years spent supporting entrepreneurs and not-for-profit organizations. That mix lets me offer real insight and advocate for my clients as they navigate the complex world of accounting, compliance, and financial planning.
My philosophy holds true for nearly any business in any industry: if you don’t truly understand your finances and how your numbers work for you, you’re losing money.
I’d love to be part of your team. Together, we can look at your business well beyond your bank balance, build smart strategies, grow your profit, and bring down your expenses.
