The CFO Bookkeeper LLC

I am a firm believer about continuously educating my business owners about their business and all the laws, rules and regulations that need to be followed to keep small businesses compliant every step of the way.
I also feel that it is critical to teach business owners tips and tricks along the way to proactively solicit advice as often as possible as well as showing them ways to maximize all deductions available to them.

I love the sense of accomplishment when I am able to teach small business owners how to maximize their revenue while minimize their deductions to be as profitable as possible. I am humbled and honored to help the small business communities that value and appreciate my knowledge and expertise and start to treat me as a lifelong business partner and team member for years to come.

I was always a "why" girl. Always asking questions allowed me to make all my processes as efficient as possible freeing up time to learn other things. It was in doing this that I realized there was a greater need for the small business owners to learn about laws, rules and regulations that impacted them as well. The problem has always been that they could not always afford to hire the most talented accounting professionals that could teach them these compliance initiatives. Yet sometimes when they did hire them, the professionals did not want to share this knowledge due to a threat of job security. At that moment, it became my lifelong mission to teach as many small business owners everything I know so that they are afforded the same education that the larger companies are and can run their own businesses as effective and efficient as the corporate conglomerates out there.

I am a one stop shop. You might be able to find bookkeeping services or fractional CFO advisory services for growth and deeper analytical insight but at The CFO Bookkeeper LLC, we can offer it all in one place. While working in Corporate America, I was not the typical CFO that did not get into the "weeds" or the details. I was a leader that rolled her sleeves up and always learned what all my employees were doing. I did this to find efficiencies and opportunities in daily processes that opened up the team to multi-faceted growth and diversification with their jobs.

Absolutely! I have several different methods of encrypted programs that clients can use to get information over to me digitally minimizing the need for on-site services and unnecessary overhead and space.
My true goal is to manage the accounting, bookkeeping and fractional CFO needs for all my clients so they can focus on business growth and client acquisition always.

The ability to perform all accounting, bookkeeping and fractional CFO advisory services from a remote location completely virtual and online gives customers peace of mind and safety during this world of uncertainty including all the Covid-19 spread that is plaguing our world today.