Tax Preparation.
Bookkeeping.
Helping you organize and prepare.
Book a Consultation
Existing clients, please select the proper link below so that I can directly add you to my schedule and get started.
New Clients, please select the proper link below that directs you to a new client form. This allows me to review your needs, and schedule a consultation with you.
About
Me
My Story
Many years ago, I moved to Colorado on a whim for an internship. I was about to finish my marketing undergrad from my university based in Texas and was ready for something new. Once I graduated, I landed an accounting job. Two different fields, but I have always been a numbers guru. Accounting and Taxation was my forte. I've been in multiple accounting roles since 2016, such as AP, AR, Auditing, Payroll, and then I accepted a corporate role as a Financial Controller on Maui, Hawai'i. I then decided corporate life wasn't for me and pursued my own freelance business full force. I am registered with the IRS as a tax professional. I am also currently in my last months of grad school to obtain my MBA.
Who I Am
I have a strong place in my heart for helping others. I believe this is what makes me stand out from other accountants. We all work hard for our money, and we deserve the right to get all of the deductions and tax credits that we are due. Each year, I study the updated tax code to make sure that everything is covered and you get the highest refund possible. We will sit down in person/zoom, or have a phone conversation to go into detail about your business needs and your current tax situation. I have a focus to help individuals, and local businesses particularly. It is important to me to create bonds with all of clients while forming good rapport and trust. I believe this is the key to lifelong business support. We work together! You help me and I help you!
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Aside from work, I love to travel. I have been to 9 countries solo. I lived in Mexico for several years and it was one of the best experiences of my life. Being in Maui is my greatest blessing. I am thankful to be here, and with that, giving back to the community and island is my priority. When I get free time, I love to surf, run and volunteer. I feel like life is meant to be of service to others and the earth. It makes me feel fulfilled to do my part.
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Right now, I am a one woman accounting team. It is just me, myself, and I. I will ask that you have patience and understanding when it is busy season as I am booked up fairly quickly. I highly suggest scheduling a time with me as soon as its fitting for you. I am, however, a very detailed organizer and happy to establish a deadline that works for all parties involved (provided I have everything that I need in order to get the work done). Bada bing bada boom! Let's get started!
My Vision
To provide exceptional financial and professional services while maintaining the highest levels of integrity and professionalism. To meet the current and future needs of my clients and help them to cultivate long-term success as professionals and individuals.
What
I
Offer
Audit & Assurance
External audits, Financial Statement audits, Performance audits, Single audits, Compliance Audits. All of the above. Although it is best to have a full time bookkeeper, and keep them involved in all processes of your business, it always a good idea to conduct random audits to ensure all of your books are balanced and following proper protocol.
Wealth Coaching
Together we can develop a plan to stay on track and meet your financial goals.​ We all have a relationship with money, and through money messages that we learned at an early age, this relationship guides the majority of behaviors throughout our lives. I am here to help you establish a positive relationship with money and determine what your natural motivations are toward saving and spending – and then building accountability into your decisions going forward.
Bookkeeping
Preparing bank deposits, verifying receipts, setting/cleaning up & categorizing chart of accounts, sending payments, executing payroll, making purchases, creating invoices, tracking overdue accounts, handling of the general ledger. Monthly financial reporting. Helping you and your business propel forward.
Tax
I work with both individuals and businesses when it comes to Tax Preparation. Did you just buy a house? Let me do your taxes. Did you open an IRA this year? Let me do your taxes. Did you contribute to your HSA this year? Let me do your taxes. Did you just register an LLC? Let me do your bookkeeping and your taxes. Do you need help paying county taxes? Let me help. If you have to question it, its best to get a professional.
Let's Talk
In order for me to be the most valuable asset to you and your business, it is best to utilize both monthly bookkeeping and tax preparation services combined. I am happy to consider a monthly fee that works for you and your current situation. Don't hesitate to call me because you are worried about the cost. This is vital to live a balanced financial life for you & your new business and I am happy to make it work for both you and myself.
Why
Me
Deep Industry Knowledge
I began my career in Accounting, specializing in Accounts Receivable, Accounts Payable, and Auditing. Over the past eight years, I have successfully launched and managed three diverse businesses, gaining extensive experience in the startup process across retail storefronts, e-commerce, and obviously, skilled trades. Since 2016, I have worked as a tax preparer, continually expanding my expertise. Committed to ongoing education, I will complete my studies in 2024, earning credentials as an Enrolled Agent (EA), Certified Public Accountant (CPA), and Master of Business Administration (MBA).
Years of Experience
Since 2016, I have been dedicated to continuous study and professional growth, working towards two master’s degrees in the field. In addition to my advanced studies, I hold a Bachelor's degree in Marketing. By the end of 2024, I will complete my CPA and EA credentials. As a member of the National Association of Certified Public Bookkeepers (NACPB), I bring many years of experience in various accounting roles, including serving in a higher corporate role as a Financial Controller.
Here for you
There's no doubt that I have a big heart and a genuine desire to help. Taxes are rarely enjoyable, and I understand that it's a topic few people like. My goal is to minimize your tax liability in every possible way because I know how hard you work for your money. This is especially important in Hawai'i, where we face some of the highest tax rates in the nation. I'm not just here to complete the work and collect a payment; I'm here to help you plan and reduce your tax burden as much as possible.
Contact
Me
My Address
P.O. BoX 51
kihei, HI 96753
My Phone No.
808-666-1458