Services
With years of hands-on financial management and a sharp eye for detail, I help small businesses across Vermont gain clarity and confidence in their finances.
Transaction recording, bank reconciliations, and monthly close. I keep your books clean, organized, and always up to date so you can make informed decisions.
Clear, actionable profit & loss statements, balance sheets, and cash flow reports. I translate complex data into insights you can actually use.
Build a roadmap for growth with realistic budgets and forward-looking projections, whether you run one revenue stream or several.
Leveraging AI tools and Excel Power Queries to automate data workflows, uncover patterns in your financials, and deliver deeper insights in less time.
QuickBooks configuration, chart of accounts design, and workflow optimization. I build financial systems that scale as your business grows.
Strategic guidance from someone who's been in your shoes. As a former business owner myself, I understand what it takes to keep a company financially healthy.
"Let's make managing your finances easier, so you can focus on what you do best."
About
For 13 years, I owned and operated the Sun & Ski Inn and Suites, Stowe Bowl, and Stowe Golf Park right here in Stowe, Vermont. As CFO, I lived the reality of managing complex finances for a growing hospitality business with multiple revenue streams. I know what it's like to wear every hat.
Now I bring that same hands-on, detail-oriented approach to helping other business owners simplify their books and gain real confidence in their numbers. From recording transactions and reconciling accounts to budgeting and financial reporting, I focus on turning your data into clear, actionable insights.
I'm also embracing the future of finance. I use AI-driven tools and Excel Power Queries to automate tedious data tasks, spot trends faster, and deliver richer analysis — giving you a modern edge without the big-firm price tag.