Hi, I’m Brian.
I have a passion for helping small businesses establish effective financial reporting systems and build process-driven accounting practices that actually work.
Before starting this business, I've spent nearly two decades in auditing and consulting. That means I have experience spotting errors, fixing messy processes, and ensuring numbers are accurate—not just “close enough” or “good enough.”
I bring that same discipline to helping your business, but without the consulting jargon.
I don’t just categorize transactions. I focus on:
- Getting things right
- Clear documentation
- Developing repeatable processes
- Clean reports you can trust
Most business owners aren’t bad with money—they just never had a system set up properly. That’s where I come in, as a QuickBooks Online ProAdvisor, to help streamline your accounting processes.
With nearly 20 years of experience in auditing and consulting, I specialize in helping organizations clean up messy data and fix broken processes. My expertise spans regulated and operationally complex industries, including healthcare, insurance, government programs, and service-based organizations. I have supported both small teams and large organizations, from lean startups to state-level programs and multi-vendor environments. As a QuickBooks Online ProAdvisor, I possess hands-on experience with modern accounting and reporting tools, such as financial reporting systems and data workflows that ensure information remains accurate and consistent. I am process-driven and tech-savvy, utilizing automation, clean system design, and clear documentation to reduce manual work and proactively prevent problems before they arise.
With a passion for learning, I continuously dive into new topics to better understand the world around me. My expertise includes financial reporting systems and process-driven accounting, supported by the following credentials: Bachelor of Science in Accounting from Penn State University, Certified Internal Auditor (CIA), and QuickBooks Online ProAdvisor - Level 2. Additionally, I'm a CrossFit Level 1 Trainer (CF-L1).
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