About Me

I help project-based businesses create clean, structured financial systems that provide real clarity — not just accurate books.

Many businesses struggle not because they’re disorganized, but because their bookkeeping isn’t aligned with how work actually flows through jobs, projects, phases, or programs. My focus is on building financial structures in QuickBooks that reflect that reality, then maintaining them with consistent, reliable support.

I work with businesses where standard bookkeeping often falls short, including builders and contractors, designers, architects, vineyards, and nonprofit organizations. Whether you need a cleanup, a better system going forward, or ongoing monthly support, my goal is to give you confidence in your numbers and visibility you can actually use.

I’m an Intuit Certified QuickBooks Online & Payroll ProAdvisor and work with clients remotely across the U.S. For local businesses, I’m happy to begin with an in-person meeting to establish a strong foundation.

Clear financial insight leads to better decisions — and that’s the outcome I focus on.

150+

Certified expert

Learn more about Intuit ProAdvisor: Click Here

Financial Systems for Project-Based Businesses

Bookkeeping Services

Expert monthly bookkeeping for financial clarity and confidence.

A neatly arranged setup featuring tax documents on top of a light-colored folder. An envelope and a sticky note are placed on the left side. A black pen is positioned near the paperwork. A coffee cup sits above the documents, suggesting a moment of work or review.
A neatly arranged setup featuring tax documents on top of a light-colored folder. An envelope and a sticky note are placed on the left side. A black pen is positioned near the paperwork. A coffee cup sits above the documents, suggesting a moment of work or review.
A workspace setting with financial documents, a black calculator displaying numbers, a cup of black coffee on a saucer, an orange highlighter, and a blue pen on a table.
A workspace setting with financial documents, a black calculator displaying numbers, a cup of black coffee on a saucer, an orange highlighter, and a blue pen on a table.
A set of tax forms and documents is placed neatly on a dark surface. There is a black coffee mug to the right of the documents, and a pen is resting on a folder. The scene suggests a workspace setting.
A set of tax forms and documents is placed neatly on a dark surface. There is a black coffee mug to the right of the documents, and a pen is resting on a folder. The scene suggests a workspace setting.
A person is holding a smartphone and a credit card, engaged in an online payment transaction. A laptop with a webpage open is positioned on a wooden table.
A person is holding a smartphone and a credit card, engaged in an online payment transaction. A laptop with a webpage open is positioned on a wooden table.
Hands typing on a laptop keyboard with a screen displaying financial graphs and stock market data. Multiple charts and numbers are visible, indicating online trading or financial analysis.
Hands typing on a laptop keyboard with a screen displaying financial graphs and stock market data. Multiple charts and numbers are visible, indicating online trading or financial analysis.
An open book with marked pages lies on a table, accompanied by a yellow highlighter pen. In the background, a laptop screen displays a blurred image of a person, suggesting a video call or online lecture. A large mug and a notebook with a pen are also visible on the table, creating an atmosphere of study or work from home.
An open book with marked pages lies on a table, accompanied by a yellow highlighter pen. In the background, a laptop screen displays a blurred image of a person, suggesting a video call or online lecture. A large mug and a notebook with a pen are also visible on the table, creating an atmosphere of study or work from home.

Karen's bookkeeping services have transformed my business finances. Highly recommend her expertise!

John D.

A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
A tax form labeled Form 1120 sits on a wooden table. A black pen rests on the form, and a gray zippered pouch is partially visible beside it.
A tax form labeled Form 1120 sits on a wooden table. A black pen rests on the form, and a gray zippered pouch is partially visible beside it.

★★★★★