WHAT I DO

I use just your bank statements and Excel to create simple, clear profit and loss reports.

Each month, I help you understand where your money is going and offer ideas to reduce expenses and drive your net profit.

WHY I DO IT

I've always had a passion for finance, accounting, and investing. I believe every business owner deserves to understand their numbers in a simple, stress-free way. My goal is to help drive the success of your business by providing real financial clarity without the need for complex software or confusing tools.

💸Pricing     ($150/month)

This includes full transaction categorization, a clean and visual monthly profit & loss report, and personalized insights on how to reduce expenses and improve profitability. If you’re already working with an accountant or tax preparer, I’m happy to adjust pricing to fit into your existing system.

Over time, the insights become even more valuable as I get to know your business and can dive deeper into patterns, trends, and growth opportunities.

Experience & Background

I have hands-on experience importing, categorizing, and analyzing financial transactions for both small businesses and at Enterprise Rent-A-Car, one of the top private companies in the U.S., where I interned in their regional accounting department. I’m currently a business student at The University at Albany, majoring in accounting and working toward becoming a CPA. Whether it's helping a local entrepreneur stay on top of monthly finances or assisting in corporate-level reporting, I focus on creating simple, Excel-based financial clarity that drives smarter decisions and improved profitability.