Frequently Asked Questions
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You can keep doing it yourself. But should you? If you started your business because you love what you do — designing, cooking, creating, serving — then every hour you spend reconciling accounts is an hour you're not doing that. I take the books off your plate so you can get back to the work that actually matters.
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QuickBooks is a tool. I'm a person. Software can categorize your expenses, but it can't tell you that you're bleeding money on a vendor contract you forgot to renegotiate. It can't notice that your cash flow is about to get tight three months from now. It can't pick up the phone when the IRS sends a letter. I can.
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We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.
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If you're asking whether you're "too small" — you're not. I spent forty years working with publicly traded companies, and honestly? The small businesses need this support more. I work with solopreneurs, businesses with a handful of employees, and growing companies that are starting to feel the complexity. If you have revenue and expenses, we can talk.
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I don't prepare tax returns — you'll still need a CPA for that. But I make your CPA's job infinitely easier. Clean books, organized records, nothing missing. No more shoebox of receipts in April. Your CPA will thank you. So will your blood pressure.
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I work with restaurants, retailers, interior designers, wellness studios, vacation rental owners, salons, and nonprofits throughout the Coachella Valley. But really, my specialty is small businesses run by people who care deeply about what they do and don't have time to care deeply about bookkeeping too
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Whatever works for you. I've been a systems administrator for Sage Intacct, NetSuite, and Workday at the corporate level. I'm also perfectly happy in QuickBooks. We'll use what makes sense for your business — not what's most impressive on a tech stack.
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It depends on the scope — how many transactions you have, how messy your current books are, and what level of support you need. I'm happy to have a conversation and give you a clear quote. No surprises, no hidden fees. Just straightforward pricing for straightforward work.
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Honey, I've seen it all. Forensic accounting for theft. Payroll tax disasters. Two years of receipts in a grocery bag. You're not going to shock me, and I'm not going to judge you. Let's just fix it and move forward.
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I'm based in Palm Springs, but I work remotely with clients throughout California and beyond. If we're a good fit, geography isn't a barrier.
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Email me. Tell me a little about your business and what's keeping you up at night. I'll write back — personally, not a bot — and we'll find a time to talk. No pressure. Just a conversation.