Everyday finances are easy to fall behind on, and stressful to untangle. I keep bills current and accounts accurate, so small problems get caught before they become big ones — backed by 25 years of professional accounting experience. Proudly serving Olympia, Lacey, Tumwater, and the greater South Sound region.
Adult children managing a parent's bills and accounts
Busy retirees and seniors who'd rather have less to manage themselves
Career-focused professionals with little time for day-to-day finances
Adults with special needs who benefit from a steady, trusted hand with money matters
Federal retirees and employees navigating retirement and benefits paperwork
Anyone looking for more order, stability, and clarity in their everyday finances
A trained eye for errors, discrepancies, and fraud that a non-accountant would miss.
Background Check Cleared (in progress). Bound by AADMM's Code of Ethics and Standards of Practice.
Real protections in place before I ever touch a single account.
I can't act on your accounts alone — you and your family always stay in control.
Helpful if you're a federal retiree or employee working through benefits paperwork. (Not affiliated with or endorsed by any federal agency.)
A single session reviewing your accounts, flagging anything that needs attention, and setting up a bill calendar. A low-commitment place to start.
Ongoing bill pay, account monitoring and reconciliation, and a monthly summary call. The core, ongoing service.
For one-off issues — untangling a messy account, sorting out a billing dispute, or a specific project.