About the Business Owner

I bring hands-on experience as the owner and manager of three different businesses, where I personally handled the bookkeeping using QuickBooks and Acumatica. I understand the importance of having accurate, organized financial records; not just for compliance, but as a foundation for smart business decisions and sustainable growth.

With a Bachelor’s Degree in Business and Economics and a Master’s Degree in Personal Financial Planning, I combine practical know-how with a solid academic foundation. I know that clear, reliable financial reporting offers more than just numbers—it gives you insight, control, and peace of mind.

Special Projects

We handle unique financial tasks to support your business growth.

Budget Planning

Expert budgeting and forecasting services to ensure financial stability.

James Dean