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: Counting Specific Cells
Read more: Excel: Counting Specific CellsWhen working in Excel, many people reach for COUNTIF to tally values, or worse yet, they manually count the cells! Ouch! COUNTIF only works with one condition on one range.…
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Web Design: When the Shiny Buttons Break
Read more: Web Design: When the Shiny Buttons BreakI had just finished polishing my article: “Web Design: Why To Own A Website?” The whole point was simple — own your digital presence, don’t rent it from platforms that…
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Web Design: Why To Own A Website?
Read more: Web Design: Why To Own A Website?In a world where algorithms change overnight and platforms rise and fall, the one thing you can truly own is your website. Social media accounts may feel like enough, but…
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Bookkeeping: The Work You Love To Hate
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No Green Triangles, Please
Read more: No Green Triangles, PleaseRemember those green triangles Excel just looooooves to slap on everything? “Number stored as text” , “inconsistent formula” this, inconsistent formula that, …?Yeah, we’re killing those today. You can go…
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Excel – Highlight Duplicates
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Excel – The Dreaded 15-Digit Limit
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Excel – Filter With Wildcards
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Excel – Flash Fill. Like Magic!
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