I specialize in high-touch financial support for small business owners and individuals. My core services include Monthly Bookkeeping, Tax Planning & Preparation (specializing in Schedule C filers and Rental Properties), and Payroll Management. I also provide Business Advisory sessions for owners who need a professional sounding board to help them understand their margins and growth goals.

It starts with a conversation. You can [Book a Free 30-Minute Consultation] directly through my calendar. We’ll discuss your current situation and where you’re feeling overwhelmed. If we’re a good fit, I’ll send over a clear engagement letter and a simple digital onboarding checklist to get your books into my hands securely.

When you hire Uplifted, you are working directly with me—not a junior accountant or a rotating support team. I combine the technical expertise of a large firm with the responsiveness of a dedicated partner. I don’t just record your past; I help you plan your future. My goal is to make your finances 'Uplifted'—clear, organized, and optimized for tax savings.

I pride myself on being accessible to my clients. You can reach me via the contact form here on the site or at upliftedtaxandbooks.com. Once we begin working together, you’ll have access to a secure private portal where we can exchange documents and messages safely and efficiently.

I believe in 'no-surprise' billing. For ongoing bookkeeping and advisory, I use flat-fee monthly pricing so you can budget exactly what your accounting costs will be. For tax preparation, my fees are based on the complexity of the return (e.g., Simple Schedule C vs. Rental Properties). I always provide a transparent quote before we start so there are never any unexpected invoices

Think of me as your 'on-call' financial partner. My process is digital-first and highly organized—I use QuickBooks Online and secure cloud tools to keep things seamless. You’ll get regular updates and clear communication in plain English (no confusing 'accounting-speak'). I take the heavy lifting of compliance and data entry off your plate so you can focus entirely on running your business