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Succession Planning for Professionals.
Background
I am a Gainesville native, Florida-based fractional finance expert dedicated to helping professional services founders build clean, automated financial systems, forecast growth with confidence, optimize debt, and position for successful scaling or exits in 1-5 years.
My journey started young: at 13, I became obsessed with the stock market, investing, and dissecting financial reports, which sparked a lifelong passion for numbers and business strategy. That drive led me to my first bookkeeping role at a law firm, where I quickly advanced to Director of Finance, where I managed payroll, forecasting, full financial operations, and high stakes vendor, client, and credit negotiations.
Since then, I've freelanced extensively: preparing client invoices for law firms, supporting startups through funding rounds, and delivering results like GAAP-compliant cleanups, reconciled outdated books, proactive forecasts that prevent cash crunches, and debt payoff strategies that saved one client $40k in annual interest.
In the last 1.5+ years running my own practice, I've earned Quickbooks ProAdvisor and Clio Certified credentials, built custom software to simplify automation and user-friendly interfaces, and evolved my services from standalone bookkeeping to integrated fractional advisory. Today, I partner with busy owners who want "set it and forget it' systems, combining Quickbooks Online and automation with strategic guidance so they can focus on growth while their books run smoothly and their exit path stays clear.
Outside the numbers, you'll find me in the gym 4-5 times a week for weights or running 15-20 miles per week, habits that fuel the discipline I bring to every client engagement. What motivates me most? Genuinely helping small businesses thrive, scale, and transition on their terms.

