I began my career in healthcare finance, handling treasury, accounting, and revenue cycle management functions. Later, transitioning into healthcare operations and quality and eventually finding my way into small business accounting and bookkeeping. 

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With a Bachelors degree in Theology in 1999 and a Masters degree in business from Nova Southeastern University in 2000. Since 2017, I've been mentoring small business owners with a focus on healthcare.

My roles as an advisor, teacher, accountant, and business owner have allowed me to assist various small healthcare businesses over the past six years. I firmly believe in the positive impact I can make using my passion in guiding small healthcare business owners through financial and personal growth, facilitating mindset changes, and offering unique perspectives. Being a catalyst for others to see beyond their current situations brings me immense satisfaction. To us, our clients aren't just clients—they're friends and family.

I hold a Bachelor's degree in Accounting from Baruch College and have accumulated over 40 years of experience as an accountant for small and medium-sized businesses. As an IRS Enrolled Agent, I've successfully pinpointed significant operational and tax savings totaling thousands of dollars for my clients. I derive immense satisfaction from revamping my clients' books, financials, and taxes to provide them with a clearer understanding of their business.

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What brings me joy is hearing the relief in business owners' voices as they fully grasp their financial performance and find comfort in our continuous tax audit risk monitoring. My expertise lies in ensuring clients' compliance, conducting meticulous financial analyses, and providing insightful recommendations. I excel in delivering comprehensive financial solutions, including tax preparation, audit risk monitoring, and business advisory services.