At Ledger Right, we believe accounting should be more than just balancing the books—it should be a powerful tool for growth. With over 25 years of experience, we’ve seen firsthand how the right financial insights can transform a business. That’s why we go beyond traditional bookkeeping and tax compliance to deliver advisory services that drive real results.
Our team partners with business owners to provide financial planning and analysis, KPI tracking, cash flow forecasting, and budgeting strategies that illuminate the path forward. Yes, we handle the day-to-day transactional work—but the real value comes from helping you understand your numbers, identify opportunities, and make confident decisions.
Whether you’re looking to improve profitability, optimize operations, or plan for long-term growth, Ledger Right is here to guide you. We don’t just report on where your business has been—we help you see where it’s going and how to get there.
Ledger Right: Accounting with insight, strategy, and impact.
I founded Ledger Right with a simple belief: accounting should empower business owners to make better decisions, not just record history. With over 25 years of experience in accounting, financial management, and business advisory, I’ve built my career helping companies move beyond the transactional side of finance into strategy, insight, and growth.
Throughout my journey, I’ve worked with businesses of all sizes—from medical practices to professional athletes to growing local companies—guiding them in financial planning and analysis, KPI development, cash flow forecasting, and budgeting strategies. My goal is always the same: to turn financial data into a clear story that drives smarter choices and long-term success.
As a leader, I’m passionate about mentoring and building strong teams, both inside Ledger Right and in the broader business community. I believe the right financial insights can transform not only a business’s bottom line but also the confidence and vision of its owners.
When I’m not working with clients, you can often find me mountaineering, a pursuit that reminds me daily of the value of preparation, perseverance, and intentional growth—principles I bring into every client relationship.
As Vice President of Ledger Right, I bring a passion for people and operations to everything we do. My role is centered on ensuring that our clients not only receive accurate financial services but also experience the support, communication, and guidance they need to thrive.
With years of experience in business administration, client relations, and team leadership, I focus on building strong partnerships with our clients and fostering a culture of excellence within our team. I believe the most successful businesses are built on both sound financial strategies and strong relationships—and my work bridges those two areas every day.
At Ledger Right, I support our advisory services by helping clients implement effective systems, operational improvements, and process efficiencies that free them to focus on growth. Whether it’s guiding a medical practice through credentialing and staffing challenges or helping an entrepreneur streamline their operations, I strive to create clarity and confidence at every step.
Outside of Ledger Right, I value time with family, community involvement, and personal growth. I bring the same dedication and care to my professional work as I do to my personal life: leading with integrity, compassion, and a commitment to long-term success.
At Ledger Right, our greatest strength is our people. Our team is made up of dedicated professionals who bring a wealth of expertise in accounting, financial management, and business advisory. With backgrounds spanning bookkeeping, financial planning and analysis, KPI development, budgeting, and client support, we work together with a shared mission: to help our clients turn financial data into clear, actionable insight.
We know that every business is unique, which is why our staff takes a personalized approach—listening first, then tailoring solutions that meet both immediate needs and long-term goals. While we handle the day-to-day transactional work with precision, our true value lies in guiding business owners toward smarter decisions, stronger operations, and sustainable growth.
Beyond technical skills, our team is driven by values of integrity, collaboration, and client care. We pride ourselves on being approachable partners who not only understand the numbers but also the people and stories behind them.
Together, we’re more than accountants—we’re advisors, problem-solvers, and partners in your success.
