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 – Find Top 3 Values In A Column
Read more: Excel – Find Top 3 Values In A ColumnThe Problem Here’s the problem: MAX() gives you one value. But in the real world—tracking highest equipment costs, identifying top error frequencies, finding resource hogs—you need the podium finishers, not…
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Excel – Dynamic Named Ranges & Dropdowns
Read more: Excel – Dynamic Named Ranges & DropdownsProblem Ever watch a dropdown list break because someone added a new option to row 51? Yeah, me too. And if you were handy enough to make an offline reference…