About

Our Mission

We’re here to deliver exceptional accounting and consulting services—offering smart, practical solutions tailored to the unique needs of every client.

Our Values

Professionalism is at the heart of everything we do. We prioritize respect, integrity, confidentiality, and ethical independence—always meeting high standards and legal requirements. Our clients count on us for timely, trustworthy guidance, and our strong reputation is built on consistent quality and long-term relationships. We're also committed to ongoing growth, continuously refining our skills to better serve evolving needs.

Giving back

We believe in making a difference. Through financial support, volunteering, and sharing our expertise, we actively invest in organizations that strengthen and uplift our community.

Here are some of the organizations we support:
Big Sky Documentary Film Festival
Girls on Shred
Institute of American Indian Arts (IAIA)
Western Montana LGBTQ+ Community Center
Soft Landing Missoula

 

I’m an experienced accountant and bookkeeper with a background in corporate, government, and small business tax—shaped early on in my late father’s Bay Area tax offices.

I help individuals and business owners nationwide boost profitability and build lasting financial stability, from simple returns to complex financial needs.

Originally from San Francisco and now based in Western Montana, I bring a personalized, strategic approach to every client relationship.