I’ve been running my own accounting and advisory practice for nearly three decades. Over that time, I’ve worked with clients at every stage — but like many of you, I reached a point where I knew I didn’t want to keep doing done-for-you services forever.

And honestly, I got tired of trying to convince small business owners not to do their own bookkeeping.

So I started asking a different question:

What if I could support them in doing it right — with structure, boundaries, and guidance — on their terms?

That’s where my first bookkeeping support membership was born.

And now...

I mentor accountants and bookkeepers who are overwhelmed and tired of handling endless bookkeeping tasks for their clients — helping them build profitable support memberships that serve DIY clients without adding to their DFY workload or sacrificing their work-life balance.