Glad to meet you

 Hello! I’m Patty.

The internet is never the best way to meet, especially when sharing sensitive details about you and your business, your hopes and fears, your past mistakes and future goals. That’s why, after you read a little about me, I hope to have the chance to meet YOU. In our initial talk, I carefully listen to all of your concerns - by phone, over Zoom, or in person if possible - whichever you prefer. Once we decide that it’s a good fit, we will get to work on a plan for your bookkeeping!

My 25 years of work experience runs the gamut - federal and city government, Fortune 500 banks and investment firms, small family owned businesses and non-profits. I’ve worked inside their books as an accountant, a manager, in sales and as a volunteer. One thing these all have in common? The need for well kept books. I’ve come across a good deal of laziness, poor emotion driven decision making, and some outright dishonesty in my career. You work too hard in your business to leave your books in the wrong hands. I believe in working both harder AND smarter!

My training:

• University of California, Los Angeles (UCLA), BA in Political Science

• Chapman University, MBA in Accounting and Finance

• Certified QuickBooks ProAdvisor

My strengths lie in processes, planning, troubleshooting and reconciliations. I don’t leave raw numbers to themselves, but translate them into the story of your business. I enjoy finding new solutions alongside my clients to continually improve from one month to the next.

I live in sunny Huntington Beach, California with my husband, 3 cats and 3 kids away at college. My hobbies are running, cooking and crime shows novels.

I look forward to helping you!