Your books.
Your business.
In safe hands.
Most small business owners dread their finances. I don’t. After 18 years managing risk, controls, and analytics at JPMorgan, I brought that discipline home — to serve businesses like yours. You don’t just get a bookkeeper. You get someone who dives into your numbers, spots what’s costing you, and helps you fix it.
What I Do:
finances, dread-free
Bookkeeping
• Transaction Review
• Categorization
• Reporting & Data Analysis
• Audit & Tax Prep
• Paper Digitization (local only)
find what’s costing you
Consulting
• Process Mapping
• Process Re-engineering (6S)
• Risk Identification (Ops/Cyber)
• Control Testing
• Private AI & Cloud Deployment
learn skills that pay off
Courses
• Practical Online Workshops
• Private AI Deployment
• AI in the Workplace
• Risk and Control Management
• Process Improvement
Blog
Practical writing on local AI, private cloud, business operations, risk, controls, and the tools that actually move the needle. No slides. No filler. If it resonates, my courses go deeper.
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EXCEL: Remove Extra Whitespace
Read more: EXCEL: Remove Extra WhitespaceStop wasting hours debugging VLOOKUPs that fail due to hidden spaces! Learn how Excel’s TRIM, CLEAN, and SUBSTITUTE functions can eliminate whitespace chaos in imported data. Real examples with customer…
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The Final Phase Everyone Skips (and Pays For)
Read more: The Final Phase Everyone Skips (and Pays For)Learn why 80% of process improvements fail and how to make yours stick using control metrics, ownership, and monitoring. Final part of the DMAIC series.
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EXCEL: Calendar vs NETWORKDAYS()
Read more: EXCEL: Calendar vs NETWORKDAYS()Calculate Quarterly Capacity & Revenue Impact Like Fortune 500 Finance Teams with Excel’s NETWORKDAYS function.
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EXCEL: Text Case (upper, lower, proper)
Read more: EXCEL: Text Case (upper, lower, proper)Learn how to use Excel’s UPPER, LOWER, and PROPER functions to clean messy text, fix capitalization, and extract proper names from email addresses.
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Improvement Isn’t Magic – It’s Method
Read more: Improvement Isn’t Magic – It’s MethodProblem solving is a never-ending wheel. We’ve all lived through it in many forms; be it fixing a leaky faucet in our basement, figuring out the best arrangement for our…
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EXCEL: Rounding vs Truncating
Read more: EXCEL: Rounding vs TruncatingLearn the difference between Excel’s ROUND() and TRUNC() functions, how each changes your numbers, and when to use them to avoid hidden errors.
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EXCEL: Hidden Gem – FORMULATEXT()
Read more: EXCEL: Hidden Gem – FORMULATEXT()Learn how to use Excel’s FORMULATEXT() to audit formulas, find hard‑coded values, catch broken references, and verify heatmaps with conditional formatting.
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Excel: Hidden Gem – TEXTJOIN()
Read more: Excel: Hidden Gem – TEXTJOIN()Learn how TEXTJOIN() replaces ampersands and CONCATENATE in Excel. Clean merges, no double spaces, skip blanks, build unique keys, and simplify your data.
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Where Root Causes Get Buried
Read more: Where Root Causes Get BuriedOK, I have personally faced this so many times I’m ashamed to admit it to even myself, let alone publicly: You fix the thing that looks broken… and nothing happens.…