Money Matters

I can help you navigate the numbers by offering financial management services for individuals and  small businesses.

Services offered:
  • Year-end Financial Tune-up - Get tax ready!
  • Full service bookkeeping
  • Cloud based and real time accounting
  • Bill paying
  • Custom and ad-hoc reports
  • Budgets (Spending Plans)
  • Cash Flow projections (Peace of Mind)
  • Monthly Profit and Loss and Balance Sheet
  • Planning and advisory services
  • Tax return preparation specializing in taxes for expats
  • Tax planning
  • Xero and QuickBooks Online set up and training
  • Money Coaching
Contact me to see how I can help:  805-218-1277 or email


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