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Hi, I’m Kim!
What began as a love for numbers has grown into nearly 30 years of helping people navigate their finances. Knowledge is most valuable when it’s shared, so it is my mission to share what I’ve learned, helping others to take control of their numbers. As a trainer, I bring real-world experience, practical strategies, and a simplified approach to business finances. My goal is to make accounting less intimidating and simple enough for anyone.
New Courses
Understanding bookkeeping concepts is only the beginning, the real confidence comes from knowing how to apply those concepts when faced with actual business situations. My courses translate accounting concepts into practical, usable steps.
What I Offer
Whether you’re an aspiring bookkeeper, an experienced professional looking to sharpen your skills, or a business looking to strengthen its team, I offer practical tools designed for the real world. I focus on hands-on learning, real business scenarios, and the skills needed to confidently handle everyday bookkeeping challenges.
Upcoming Workshops
There is no Event
Additional Services
With years of experience creating and executing custom accounting and bookkeeping packages, my services are designed to provide a solution that keeps your finances organized and up to date, and empower you with the financial insights you need to move your business forward. I skillfully manage your accounting, handle complex finance issues, train and provide tax assistance. Contact me you need help with:
Set Up & Optimization
Modern bookkeeping uses automated systems to do all of the heavy lifting in bookkeeping. I help you to set up connected, automated systems that do much of the work automatically providing accurate financial data for your business.
Clean Up & Tax Ready Review
I specialize in clean ups, overhauls and resolving old or complex issues. I perform in-depth reviews and offer suggestions that might make things a lot cleaner and easier at tax time like errors that could cause red flags with the IRS.
Strategy & Tax Planning
I create a plan to put all the pieces together to allow you to pay the lowest taxes possible including tax classification, timing of income/purchases, retirement funds and finding which business tax credits you aren't already taking advantage of.
Custom Financial Statements
I offer a variety of financial reports that provide different perspectives of how your business is doing. I build specialized, simple or complex, highly accurate financial reports customized based on the needs of your business.
Tax Preparation for Small Business
I can assist with income tax, estimated tax, self-employment tax, sales tax, payroll taxes and more. It's my job to know what IRS forms you need to file, know the deadlines, stay on top of payments, maximize your deductions or file for an extension, if needed.
Do-It-Yourself Support
Get immediate live help when you need it. I've got the know-how to walk you through while giving you tips and forward-looking advice. I offer email, text, chat and phone support, monthly bookkeeping review and walk-through training.
What Do I Charge?
My client solutions are driven by a strategic-focusing process to create proven, systematic, and structured methods for clients to think, plan, monitor and achieve greater results.
- Reconcile all accounts
- Reviews and Adjustments
- Reports to Management
- Live Monthly Meeting
- QuickBooks Subscription
- HubDoc Document Portal
- Record transactions daily
- Month-End Review and Close
- Reports to Management
- Live Weekly Meeting
- QuickBooks Subscription
- HubDoc Document Portal
- Budgeting and Forecasting
- Depreciation of Fixed Assets
- Review of Inventory Value
- Support for Multiple Entities
- Custom Reporting Dashboard
- Annual Corporate Tax Return