My career began at a Fortune 500 investment firm, where I spent 10 years supporting financial advisors with Cost Basis IRS regulations and Performance Reporting. During that time, I also worked part-time as a bookkeeper for a small business, keeping my hands in the details of accounting while training new hires across the U.S. and offshore teams in Hyderabad, India. That balance of high-level finance and day-to-day bookkeeping built a strong foundation in client-centered service.
I later transitioned into full-time accounting, managing books for tech startups, crypto firms, healthcare providers, and real estate companies. Over the years, I’ve led multi-entity consolidations, guided clients through audits and M&A, and supported businesses through every stage—from launch to exit.
That journey led me to create B’s Co.—a firm built on clarity, style, and care, where our mission is simple: Bettering Financials, Boosting Lifestyles.”
17+ years in bookkeeping, controller-level accounting, and financial investment leadership.
Alert and thorough, we catch everything from duplicate payments to overspending trends—translating your numbers into clear, confident next steps.
From scaling to simplifying, we rise to every challenge with solutions built to be strategic and sustainable.”
Excellence, polished processes, proactive communication, proven expertise.
B’s Co. is a DBA of B’s Advisory & Books LLC.
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