I’ve been a bookkeeper, list maker, organizing superhero + project manager in a variety of setting for 25 years. My constant companions are pen + paper; I’m never without a planner of some kind. Currently I’m Macguvering the Bullet Journal concept to wrangle all my ideas + client tasks into one spot. So far, so good… There are many skilled, dedicated bookkeepers + project managers out there.
Here’s what I bring to the table:
I have 25 + years of bookkeeping + office management.
I started my bookkeeping work when I was 17, at a florist, keeping the financials in an old-fashioned paper leger book. Since then I’ve worked for small mom + pop stores, international consulting firms + online start ups, all with less paper, more computer based tracking.
I’m a problem solver and resource finder.
One of the most important outcomes I received from graduate school was learning how to ask questions. A health services doctorate program teaches you how to research + dig deeper to find resources. I’m humble enough to know I won’t have all the answers but I do know how to find someone to answer our questions.
I’m a strategic partner + idea generator.
Bookkeeping + money management are an integral part of your whole business. Making sure I have a big picture view of your business will allow us to implement values based strategic priorities. These priorities lead to systems + procedures that create an environment of sustainability, ultimately making your life + the business run smoother.
A little bit more personal…
As a recent transplant to New Mexico, I work remotely from the tiny village of Galisteo. I am active in the art + makers community which gives me a chance to exercise the creative side of my brain. I would love the opportunity to have a conversation with you. Let’s see if we’re a good fit + I can help with your bookkeeping needs.
When I was 9 years old my favorite thing to do was play “office” with a box of cancelled checks given to me by a friends mom. I had an electric typewriter I’d draft memos on + my favorite book was From The Mixed Up Files of Mrs. Basil E. Frankwieler – because research + long cabinets filled with files!
Creating systems to help you get organized with your money or a project that's been languishing on the back burner for far too long.
Came in the form of a question "what's your Step One?" which is from Rob Bell's book, How To Be Here. I can get bogged down it trying to get it all figured out before I start. His question/advice to start with Step One, reminds me it will inform Step Two, Three + so on. The only way to do anything is to simply start.
Who: my mom who is fighting a fierce battle against breast cancer. Why: her undefeatable spirit + positive outlook on life. It's amazing + fills my heart with joy.