BUDGET AND FINANCE PROFESSIONAL, for you!
There isn’t any finance advice I can give you that you probably haven’t come across. The problem is filtering through the financial advice you can apply. I’m here to help build you a budget that works for you!
Own a small business but unfamilliar with the accounting and budgeting needed to fulfill your businesses’ full potential? Reach out for a free quote to see how we can improve your business needs!
I started out as an overnight auditor for a hotel and resort. I leveraged that experience to get a corporate job in accounting for a private international moving firm working my way up to an accounting analyst. I transitioned to government work and am very familiar with both private corporation and government budgets. I finished school and received my degree, BS Accounting. I am now a CPA applicant for the state of California. While I study and work, I decided to start consulting to help locals in the San Diego surounding areas to achieve their finance goals. No goal is to small and no goal is to big. I want my clients to fire me, ask me how!
Who are you working with?
Our Services
For the unfamiliar …
If you are unfamiliar or brand new to personal finances (or small business finances) this is where I teach you the ropes and go over the basics. We review income and expenses to begin to track your daily, weekly, and monthly expenses. We discuss wants versus needs to find areas of finances that can be improved.
For the advanced…
Some people already understand how to navigate their personal finances (or business finances). We will go over how to leverage every dollar, review neccessary expenses, explore reduction in monthly expenses, and improve any budgets already in process. You know you’re advanced when you’re looking for ways to improve instead of learning the fundamentals.
Can we do taxes
For the year of 2026, I am available for CA and Federal taxes until October 2026. Rates for this will vary and billed for time, forms filed, and continued follow ups even after taxes have been filed.
Schedule your free consultaion today
It’s common knowledge we aren’t provided personal finance classes when were young. To ensure we can work together towards your financial goals, I am providing 1 hour free consultaion. The consultation will provide me insight on spending habits and a general idea if I’m the right fit for you. Doesn’t hurt to try right?
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