One point of contact for small business tax, accounting, operations, and systems

What I help small businesses handle

Core tax, accounting, and financial support

• Income tax preparation for individuals and businesses
• Bookkeeping services
• Payroll solutions
• Financial statement preparation
• Accounts payable and receivable

Systems, operations, and infrastructure

• Accounting system setup
• Database creation specific to your business needs
• Artificial intelligence implementation

Technology, AI, and systems efficiency

I actively use modern AI and cloud tools to help small businesses organize information, improve workflows, and make better decisions without adding staff.

• Proficient in ChatGPT and Google Gemini for research, analysis, documentation, and workflow support
• Google Drive–based systems for document management, collaboration, and business records
• AI-assisted organization of financial, operational, and business data

Many businesses struggle with scattered files, unclear processes, and underused technology. I help bridge the gap between accounting, operations, and systems so owners can focus on running the business — not managing tools.

Business knowledge systems using NotebookLM

I build customized business knowledge systems using NotebookLM, tailored to how a specific business actually operates.

For many small businesses, critical information is scattered across emails, PDFs, spreadsheets, cloud folders, and institutional knowledge that exists only in the owner’s head. NotebookLM allows that information to be centralized, searchable, and usable.

Using your existing documents, I can create a private, business-specific reference system that allows you to:

• Ask questions about your own business documents in plain language
• Quickly locate policies, procedures, financial references, and operational details
• Preserve institutional knowledge as your business grows or staff changes
• Reduce time spent searching through files, emails, and folders

As a former small business owner, I understand how overwhelming it can be to manage day-to-day operations while keeping track of compliance, finances, systems, and decisions.

NotebookLM allows me to help businesses organize what they already have into a practical system they can actually use — not another piece of software that sits unused.

For owners who don’t have in-house accounting, HR, legal, or operations teams, this creates clarity and continuity without adding headcount.

How I work with clients

During the free 30-minute consultation, we focus on understanding your business, clarifying your questions, and identifying practical solutions.

Sometimes issues can be addressed directly.
Other times, I help define the problem, outline options, and coordinate next steps so time and money are not wasted.