Are you struggling to create and maintain a budget while trying to grow your business or improve your personal finances?

I’m here to help. I provide personalized budgeting and financial planning assistance designed to help you reach your financial goals, stay organized, and remain on track for long-term success.

With more than 25 years of budgeting and planning experience, I have the knowledge, tools, and strategies to help individuals and businesses build stronger financial habits, improve cash flow, and create realistic plans for financial growth and stability.

Services Include:

• Personal budgeting and financial planning
• Business budgeting and expense management
• Cash flow planning and organization
• Financial goal planning and tracking
• Monthly and annual budget creation
• Expense analysis and spending management
• Financial organization and reporting assistance
• Customized budgeting strategies
• Small business financial planning support
• Ongoing budgeting guidance and accountability

Whether you are working to reduce expenses, improve financial organization, grow your business, or simply gain better control over your finances, I can help create practical budgeting solutions tailored to your unique goals and financial situation.

Are you required to maintain certifications, licensing records, employee files, or important business documentation but running out of space to store everything properly?

I provide professional document procurement and preservation services designed to help businesses organize, secure, and digitize important records for easy access and long-term storage.

Whether you need to maintain compliance records, licensing documents, certifications, training files, contracts, or operational paperwork, I can help convert your physical files into a streamlined digital system that is organized, accessible, and easier to manage.

Services Include:

• Document digitization and electronic file organization
• Certification and licensing record management
• Employee file organization and preservation
• Secure digital document storage setup
• Compliance and retention file organization
• Business record scanning and indexing
• Custom filing systems and document workflows
• Long-term document preservation solutions
• Administrative organization and records management

Going digital helps reduce paper clutter, improve efficiency, simplify record retrieval, and protect important documents from loss or damage. My goal is to help your business stay organized, compliant, and prepared with systems that make document management simple and effective.

Are you or your staff in need of QuickBooks training to confidently handle daily bookkeeping tasks without the added expense of hiring a CPA or full-time bookkeeper?

I provide professional onsite QuickBooks training for individuals, business owners, and staff members, tailored to your company’s specific needs and workflow.

With over 30 years of QuickBooks experience, I am a Certified QuickBooks Expert, QuickBooks ProAdvisor, and recognized with Accountant status through Intuit QuickBooks. My training is designed to help you and your team become more efficient, organized, and confident in managing your financial records and day-to-day accounting tasks.

Do you need someone to pay your bills, manage your vendors, and invoice your customers — but don’t want the cost, commitment, or responsibility of bringing on a full‑time staff member? Our Accounts Payable & Receivable service gives you the organization and reliability of an in‑house finance department, all at a fraction of the cost.

We handle the day‑to‑day financial tasks that keep your business running smoothly, so you can stay focused on growth, clients, and operations — not paperwork.

What We Take Off Your Plate

• Invoice Management — Professional creation, tracking, and follow‑up on all customer invoices.

• Vendor Payments — On‑time bill payments and organized vendor records.

• Client Billing — Clear, consistent billing that keeps your revenue flowing.

• Cash Flow Tracking — Real‑time visibility into what’s owed, what’s paid, and what’s coming next.

Why Businesses Choose This Service

Hiring, training, and managing an employee takes time — and payroll costs add up fast. With our service, you get dependable financial support without the overhead. No payroll taxes. No turnover. No supervision. Just accurate, timely AP/AR management you can count on.

Ideal For

Business owners who want expert financial organization and consistent support — without the expense or hassle of hiring in‑house staff.

You run your business — we keep it running smoothly.

You don’t need a full‑time staff to stay organized, compliant, and efficient. With our All‑In‑One Business Support Package, you get hands‑on help managing your finances, operations, and administrative tasks — while keeping full control of your business.

We act as your trusted support partner, handling the details that keep your business moving forward so you can focus on growth and service.

What’s Included

• Bookkeeping Support — Monthly reconciliations and organized records.

• Accounts Payable & Receivable — Bill payments, invoicing, and cash flow tracking.

• Payroll & HR Assistance — Payroll processing and compliance guidance.

• Tax Preparation — Accurate filings and year‑round support.

• Document Management — Secure organization and retrieval of business documents.

• Operational Support — Workflow organization and administrative assistance.

Why It Works

You stay in control — we handle the heavy lifting. This package is ideal for business owners who want dependable support without hiring multiple employees or managing complex systems.

Ideal For

Entrepreneurs and small business owners who want professional backup and reliable systems — not a full‑time team.

Remote guidance and oversight for your in‑office team.

Already have someone in your office handling bookkeeping or admin tasks, but they need professional direction? Our Total Financial & Administrative Support package provides remote oversight, coaching, and structure to help your staff work confidently and correctly — all without adding another employee to your payroll.

We review their work, catch errors before they become problems, and provide step‑by‑step guidance through secure online systems. You keep your in‑office help; we keep everything accurate, compliant, and audit‑ready.

What’s Included

• Remote Bookkeeping Oversight — Monthly review and correction of your internal records.

• Accounts Payable & Receivable Guidance — Virtual support for bill payments, invoicing, and cash flow tracking.

• Payroll & HR Review — Remote verification of payroll accuracy and compliance.

• Tax Preparation Assistance — Collaboration with your staff to ensure filings are complete and correct.

• Document Organization — Help setting up secure, efficient digital document systems.

• Administrative Coaching — Step‑by‑step remote guidance for your office team to improve accuracy and confidence.

Why It Works

You maintain your internal workflow while gaining expert oversight. It’s the perfect balance of independence and professional support — all handled remotely through secure, cloud‑based systems.

Ideal For

Businesses with an in‑house assistant or novice bookkeeper who need remote professional guidance and accountability without outsourcing everything.

I am a registered Notary Public for the State of Oklahoma, providing professional, reliable, and convenient notary services for individuals, families, and businesses.

I assist with notarizing a wide variety of documents while ensuring accuracy, professionalism, and compliance with Oklahoma notarial requirements. Whether you need personal, business, financial, or legal documents notarized, I am committed to providing dependable service with attention to detail and confidentiality.

Notary Services Include:

• General document notarization
• Business and financial documents
• Affidavits and sworn statements
• Power of attorney documents
• Contracts and agreements
• Real estate and property documents
• Vehicle title and transfer documents
• Medical and insurance forms
• Employment and verification forms
• Certified copies and acknowledgments where permitted

I understand the importance of properly executed documents and strive to provide prompt, professional, and accurate notary services you can trust. My goal is to make the notarization process simple, efficient, and convenient while ensuring all documents are completed correctly and legally.

Are you looking for a qualified professional to organize and maintain your financial records so you can focus on growing your business?

I provide full-charge bookkeeping services for small to large businesses, including accounts payable, invoicing, financial record management, and ongoing bookkeeping support tailored to your company’s needs.

Whether you need help paying bills, invoicing clients, reconciling accounts, or keeping your books organized and up to date, I can create a customized bookkeeping plan designed to keep your business running smoothly and efficiently.

Do you feel like your business operations are disorganized, inconsistent, or lacking clear processes for employees to follow?

I provide business operations and organizational support designed to help companies improve workflow, efficiency, communication, and overall day-to-day operations. I can come directly into your business and work with you to create customized systems and documentation tailored to your company’s specific needs.

Services Include:

• Standard Operating Procedures (SOPs)
• Employee handbooks and workplace policies
• Step-by-step processes and procedures
• Workflow organization and efficiency planning
• Office and administrative structure development
• Training materials and operational guides
• Role and responsibility organization
• Process improvement and documentation
• Compliance and policy organization
• Internal systems development and implementation

My goal is to help create a more organized, productive, and professional work environment by putting clear systems and procedures in place that employees can easily follow. Well-developed processes not only improve daily operations but also help reduce confusion, increase accountability, improve training, and support long-term business growth.

Whether your business is growing, restructuring, onboarding new employees, or simply needing better organization, I can help develop practical systems that keep your company running smoothly and efficiently.

Stay ahead of deadlines and maintain full compliance with the Oklahoma Tax Commission through our expert sales tax reporting service. We handle every step — from monthly filings to quarterly reconciliations — ensuring your business remains audit‑ready and stress‑free.

Every service your business needs — all in one place.

Stop juggling multiple contractors or trying to manage bookkeeping, payroll, taxes, invoicing, and compliance on your own. Our Full Service Financial Management Package gives you complete, end‑to‑end support across all your financial and administrative needs — without hiring a full‑time employee or building an internal department.

We become your behind‑the‑scenes financial team, keeping your business organized, compliant, and running smoothly year‑round.

What’s Included

• Bookkeeping Services — Accurate, up‑to‑date financial records.

• Accounts Payable & Receivable — Bill payments, vendor management, invoicing, and cash flow tracking.

• Payroll & HR Support — Employee payroll, filings, onboarding, and compliance.

• Tax Preparation & Filing — Business and individual tax returns prepared accurately and on time.

• Oklahoma Sales Tax Reporting — Monthly and quarterly filings with full compliance support.

• Document Procurement & Preservation — Secure organization and retrieval of essential business documents.

• Business Operations Support — Workflow organization, administrative support, and efficiency planning.

• On‑Site QuickBooks Training — Hands‑on training for you or your staff.

Why Businesses Choose This Package

You get the reliability of an in‑house finance department — without payroll costs, turnover, training, or supervision. Just consistent, professional support that keeps your business financially healthy and operationally organized.

Ideal For

Business owners who want complete financial and administrative support from one trusted partner.