Accounting & Bookkeeping Advisory

Serves Laurel, MD

35244

Hired 15 times

2 employees

7 years in business

$85/hour

4.7

This pro accepts payments via Check, Credit card, PayPal, Square cash app, and Zelle.

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Introduction

I’ve spent the last several years helping entrepreneurs, small businesses, and nonprofits make sense of their numbers—and take ownership of their growth. Some call it bookkeeping. Some call it CFO support. I call it financial clarity with heart. As a business advisor and financial educator, I’ve helped clients go from financial overwhelm to calm, confident decision-making—using tailored systems, clear strategies, and a whole lot of encouragement along the way. **Here’s how I help people today:** 👇 1️⃣ Empowering Business Owners – Through bookkeeping and advisory services, I give business owners the clarity they need to lead, grow, and make bold, aligned decisions—without second-guessing their numbers. 2️⃣ Transforming Chaos into Systems I love helping clients shift from spreadsheets and stress to smart tools, automation, and processes that actually make life easier. Growth becomes sustainable when your financials work with you, not against you. 🌿 If you’re a growing entrepreneur: Let’s connect. I share insights, mindset shifts, and practical steps that can help you run a profitable, values-aligned business—without the burnout. 🌱 If you’re an organization that needs financial leadership: Whether you’re a nonprofit, startup, or service provider, I bring clarity, structure, and advisory-level insight to help you make sense of where you are—and where you want to go. As I build, I'm bringing others along for the ride, and creating a business that serves others from a place of purpose—not pressure. If that resonates, send a message. I’d love to connect.

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Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

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No one price fits all. We tailor pricing according to your needs.

What is your typical process for working with a new customer?

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The process usually begins with an initial consultation either over the phone, or through email/video conferencing. Client provides access to QuickBooks for review and pricing Gather the scope of work required Clean up the books provide ongoing accounting and bookkeeping support provide regular communication and reporting provide periodic reviews and financial analyses for making business decisions

What education and/or training do you have that relates to your work?

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Bachelors in Accounting & Finance Master's in Information Systems Certified QuickBooks Pro CPA Candidate

How did you get started doing this type of work?

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I started out as a finance manager for an organization. I was responsible for budgeting, forecasting, and financial analysis. I realized that I had a strong passion for helping others and providing insights and solutions. I began sharing my knowledge and expertise with my friends and family, discussing various financial topics and offering advice on managing finances and it was all history from there.

What types of customers have you worked with?

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IT Firms Digital Web & Marketing Agencies Retail & Sales Nonprofit Organizations Other Professional Services

Describe a recent project you are fond of. How long did it take?

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Developed a strategic and business plan for an amazing client who owned 4 laundromats. After cleaning up the books, we look for ways to cut costs and increase revenue. Put some processes in place to keep the company compliant against tax errors. It was an amazing project.

What advice would you give a customer looking to hire a provider in your area of work?

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Shop around, ask the right questions. Cheap does not always mean good.

What questions should customers think through before talking to professionals about their project?

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What are my specific bookkeeping needs and goals? What is my budget? What level of experience and expertise am I looking for?

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