Welcome

Prior to 2001, I worked with a privately-owned Investment Advisor / Broker Dealer as the Chief Compliance Officer, with the following credentials: General Securities Representative, General Securities Principal and Financial/Operations Principal. 

I began my private consulting practice in 2001, continuing as a corporate compliance consultant but also working as a personal finance consultant.  In 2016 I created LifeWork Bookkeeping Solutions and besides working with individuals began working with small businesses.

I am a QuickBooks Online Certified ProAdvisor and I am proficient with Microsoft Office.

As the LifeWork name suggests, my goal is to help you maintain a life/work balance, rather than spending a lot of your free time working on the gritty details of your business.

I chose the name of my company with a dual purpose.  It reflects not only the fact that this is my life's work, but also my desire to support your life's work.

If you have achieved success, why not leave keeping track of details to someone else?  And if you have not yet achieved the success you want, why not look more closely at the details to find better ways?

 I focus on building and maintaining our relationship by understanding your needs and providing high quality, confidential bookkeeping services.

We can use the data generated for deeper analysis when called for, and to prepare timely financial reports.  I will work closely with your accountant, attorney & other advisors.

“Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction and skillful execution; it represents the wise choice of many alternatives.” William A. Foster