San Diego Bookkeeping Services

Many small businesses opt to outsource their accounting needs for several reasons, such as cost-effectiveness, confidentiality, or the desire for an external perspective to oversee their in-house accounting team or bookkeeper.

By bringing in an outsourced CFO, you gain the assurance that effective systems are in place to minimize the risk of fraud and ensure financial clarity through accurate reporting. I help companies and organizations streamline their accounting processes, keeping the team accountable and identifying areas for improvement. My goal is to uncover potential errors and gaps in systems to enhance financial management. With clearer financials, businesses can make more informed decisions, leading to time savings and better profitability.

Accounting has been my passion for as long as I can remember. With over 23 years of experience across various industries, my expertise speaks for itself. In 2020, I realized the importance of understanding tax strategies better, both to benefit my own businesses and to provide valuable insights to my clients. This led me to pursue further education, culminating in a Master’s in Accounting with a focus on Taxation, which I completed in May 2023. Along with my undergraduate degree in Business Finance and experience as a business owner of several profitable companies, I offer a comprehensive understanding of both accounting and tax to help businesses thrive.