Who we are

With over 20 years of comprehensive experience in finance and accounting, I bring a deep understanding of financial management and strategic planning to support small business owners in achieving lasting financial success. As a Certified Public Accountant and after a rewarding career in corporate finance, I made a deliberate career shift in 2021 to focus on my family and manage the demands of raising two active children. This time away has only strengthened my commitment to leveraging my extensive expertise to help entrepreneurs and small businesses thrive.

Located in San Jose, CA, I specialize in providing highly organized and efficient financial solutions, combining meticulous attention to detail with a passion for streamlining processes that save both time and money. My background includes advanced proficiency in financial software and automation tools, enabling me to deliver accurate, timely insights that empower clients to make sound business decisions.

My business is named in honor of my beloved black Labradors, Sadie and Daisy, who serve as my loyal assistants and constant sources of motivation. Through my services, I am dedicated to helping small business owners gain clarity and control over their finances, allowing them to focus on growth and success with confidence.