I am happy you found us!

With a Master’s in Accounting, 15 years as a CPA, Big 4 experience, Controller roles, and hands-on bookkeeping work inside growing small businesses, I bring both technical depth and real-world perspective to the table. I’ve worked across industries — from real estate to education to service-based businesses — and I’ve seen one common thread: smart, capable entrepreneurs who want to free up their time, feel confident about their numbers and focus on growing their company.

My goal is to bring clarity and structure to your financial operations. I translate your data into clear, strategic insight — so you can make confident decisions, understand your profitability, stay compliant, and scale with intention.

At The Balanced Trellis, our mission is simple: to be your trusted, supportive partner in building a financially strong and sustainable business. Our approach is professional, responsive, and refreshingly easygoing.

Outside of working with clients, I’m enjoying life with my husband and three kids. I love traveling, staying active, reading, and spending quality time with family and friends. If you value both your business and your life outside of it, I’d love to connect and see how we can support your growth.