how i can help your business succeed


As a Certified QuickBooks ProAdvisor and Registered Paraplanner, with 15+ years’ experience in financial planning and bookkeeping, I strive to save clients time and money by implementing policies and procedures that optimize your bookkeeping workflow, maintenance, and reporting requirements.  I also offer customized bookkeeping services and training to fit your unique needs

trust & value beyond basic bookkeeping


It’s not just data entry

QuickBooks is the leading accounting software for small businesses.

BCB can help you make the most of your investment in QuickBooks.

Certified QuickBooks ProAdvisors are independent accounting professionals and consultants who work with small businesses that have completed a comprehensive training curriculum developed by Intuit.

I help better manage your business finances and prepare for tax reporting with specialized training, software installation and customization, as well as recommendations on QuickBooks add-ons that can benefit your businesses.

“Certified QuickBooks ProAdvisors represent those professionals who have demonstrated not only their expertise in QuickBooks, but also their commitment to excellence,” said Jody Weir, Intuit’s manager of the QuickBooks ProAdvisor program.

 

financial paraplanner

A goal of Foundations in Financial Planning program graduates is to build lasting relationships with clients.  Graduates learn to communicate effectively with clients to uncover hidden financial needs.  When you start looking for knowledgeable advice and thorough analysis of your financial planning needs, look for a strong financial planning team that includes an FPQP™ designee from the College for Financial Planning.

Standards of Professional Conduct

Integrity

Provide professional services with integrity, honor, fairness, and dignity and maintain client trust and confidence.

Objectivity

Maintain objectivity and impartiality with respect to services rendered and advice given.

Competency

Maintain an adequate level of knowledge and skill and effectively apply that knowledge while recognizing its limitations.

Confidentiality

Keep client information confidential, disclosing only when authorized or compelled by law.

Professionalism

Comply with all laws and regulations as required and applicable, refraining from actions that bring dishonor to you or your profession.