Picture this: You’re running a growing business, wearing all the hats, and making real money — but behind the scenes, your numbers are a mess. The receipts are piled up, your bookkeeping system (if you can call it that) is full of question marks, and you’re hoping the IRS just… forgets about you for a while.

Sound familiar?

That’s where I come in.

Before I ever crunched a number or cleared up a tax notice, I was helping people with hair loss. But what I noticed — even back then — was how powerful it was to get to the root of a problem. I’ve always had a thing for details, and over time, that passion for helping people transformed into something bigger: guiding small business owners out of financial chaos and into clarity.

I shifted my focus to bookkeeping and tax strategy, and that’s when it clicked — this work isn’t just about balancing books or sending forms to the IRS. It’s about protecting your business from the messes you don’t even see coming. It's about building something that lasts.

No matter what industry you're in, your business is your legacy. Let’s make sure it stands strong.

Who This Is For:
You’re a small business owner, self-employed professional, or service provider who's...

• Avoiding your books because they're too far gone

• Staring at an IRS notice you haven’t opened yet

• Feeling like one wrong move could set off a chain reaction

• Wondering if this is the year your “later” finally catches up to you

What We Do:
I help people like you clean up the chaos, resolve back taxes, respond to the IRS (without shame), and finally feel in control of your money. And this checklist? It’s the first step in my IRS-Ready Method™ — a simple but powerful approach to help you avoid the financial blind spots that can trigger audits or penalties.

The Real Pain Points:

• You think things are “probably fine,” but you’re not 100% sure.

• That one IRS letter is still unopened in your drawer.

• Bookkeeping feels like a guessing game.

• Receipts? Everywhere.

• You’ve told yourself “I’ll deal with it later” for… a while now.

The Fix (a.k.a. This Assessment):

• Spot red flags before they become real problems

• Get a clear picture of your financial risk (no guesswork)

• Know exactly what to do next — and in what order

• Start feeling like the CEO of your business again (not just the firefighter)

Backed by the IRS-Ready Method™, this checklist helps you assess where you stand — fast.

Click the button below to download your checklist.

With over 22 years in accounting, auditing, and compliance, I’ve helped business owners:

• Resolve back taxes

• Respond to IRS notices

• Clean up messy books

• Avoid the hidden mistakes that trigger audits

Credentials:
💼 Certified QuickBooks ProAdvisor
🔍 Certified Internal Controls Auditor
🕵🏽‍♀️ Certified Fraud Examiner
🧾 Soon-to-be Enrolled Agent

I’m not just here to file your numbers — I’m here to protect you from the messes you don’t even see coming.

You don’t need to know everything about your finances. You just need to know where the risks are — and what to do next.

Let’s take the guesswork out of your business books. Start with the IRS-Ready Checklist™.