Be Ready.
Decision Ready.
I take the bookkeeping off your plate so you can stop worrying about paperwork and focus on the things you actually enjoy. You’ll gain the peace of mind that comes with timely, accurate financial information—giving you the clarity to make better decisions, grow your business, and reclaim time for your family and life outside of work.
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After a 40-year career as an accountant and building and selling three of my own companies, I’ve decided to pull back from the 50+ hour work weeks to share what I’ve learned with the trade business owners who keep our community running. Today, I work with a limited number of businesses here in the Durham-Chapel Hill area, providing the kind of hands-on, personal partnership that only comes from decades of real-world experience.
Our Services
Precision Bookkeeping
I use QuickBooks as your financial system of record and move beyond simple data entry to provide professional management of your ledger and finances. By ensuring every transaction is accurately captured, and every account perfectly reconciled, I maintain your books in a ‘continuous audit’ state and transform your daily transactions into a definitive record of exactly where your business stands—taking the guesswork out of your finances.
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If your books have fallen behind or become disorganized, I'll first bring them back into order through cleanup and restoration—whether that means catching up months of missing activity, correcting misclassified transactions, or resolving accounts that don’t reconcile. Once your books are clean and reliable, I keep them that way going forward.
Next-Level Operational Clarity
Next-Level Operational Clarity builds on the foundation of clean, accurate bookkeeping. While standard financial statements tell you where you’ve been, I help you see where your business is headed. Together, we’ll identify the specific numbers you need to follow most closely—whether that’s tracking your labor costs, managing margins, pinpointing your most profitable types of jobs, or keeping a tighter watch on your cash flow.
I turn those numbers into a clear, simple summary of the key drivers we’ve identified for your business. Instead of waiting for month-end reports or digging through piles of statements, you get a straightforward view of your performance that allows you to make better decisions today while planning for the future. This gives you the confidence to make the right calls on pricing, hiring, and spending, ensuring your business stays on a profitable track for the long haul.