Numbers have always been where my heart is. I started part-time bookkeeping for a small business at just 15 years old. After earning my undergraduate degree, I launched my career at a Fortune 500 investment firm, where I spent 10 years supporting financial advisors with IRS cost basis regulations and performance reporting.
Alongside that, I stayed close to the details of accounting, continuing part-time bookkeeping while also training new hires across the U.S. and offshore teams in Hyderabad, India. That balance of high-level finance and hands-on bookkeeping built a strong foundation in client-centered service.
From there, I transitioned fully into 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 of growth—from launch to exit.
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