I want to relieve small businesses of their bookkeeping tasks, so they can go do what it is they do best. I can create a bookkeeping system if none exists and give the business owner a clear picture of their company's finances and create budgets if needed. I help you build a stronger foundation by helping you know where your business stands financially, relieving the burden of bookkeeping, and enhancing your bookkeeping processes. Because every business owner should be confident in understanding, managing, and planning their finances. I love helping people and knowing that I can relieve the administrative stress for them.
It all starts with a heart to serve and watching small business owners thrive gives me great pride.
After working in the corporate and collegiate worlds and managing my husband’s S-Corp for years, I decided that I wanted to pursue helping more small business owners get their accounts in order.
I’m a wife and mom to four boys. When I’m not working, you can find me snow skiing, hiking the mountainside, or visiting historical sites.
Someone who needs bookkeeping, reporting and/or tax prep. Business Financial reporting is SO important. These records help with bank loans, SBA loans and tax prep. I also do advising on business start up. Someone who needs help with tax planning to lower their liability.
San Jacinto College, University of Houston Clear Lake
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are their books in order for reporting and taxes?
Do they have an accounting system in place?
Do they need help lowering their tax liability?
Describe How You Would Like To Be Introduced Via Email
Dana would love to talk to you about your bookkeeping to see what you have in place and how she can help you. She is a QuickBooks Pro Advisor and also provides tax prep for personal and small business owners.