About
Building Financial Integrity from the Ground Up
I founded Firm Foundations CPA LLC because I saw too many startups and small businesses struggling with disorganized bookkeeping, disconnected accounting systems, and financial records they couldn't confidently rely on.
My goal is simple—to help business owners build a strong financial foundation so they can spend less time worrying about their books and more time focusing on their operations.
Whether I'm helping launch a new business, cleaning up bookkeeping issues, or providing ongoing controller oversight, my focus is always the same: providing the structured, reliable financial records entrepreneurs need to lead their companies with clarity.
Throughout my career, I've worked in Controller and Accounting Analyst roles where I managed financial operations, system implementations, and accounting processes for growing organizations.
That experience showed me something important.
Many small business owners don't need another tax preparer—they need someone who can organize their accounting systems, make sense of their financial records, and help keep everything running smoothly throughout the year.
That's exactly why I created Firm Foundations CPA LLC.
Today, I partner with small business owners across the country to build stronger accounting systems, restore confidence in their financial records, and create information that's ready for their year-end tax professional.
My Story
I work with business owners who want more than basic bookkeeping.
My ideal clients include:
New businesses building their accounting systems from the ground up
Small businesses with bookkeeping that has fallen behind
Companies transitioning from spreadsheets to accounting software
Businesses moving between accounting platforms
Owners looking for ongoing financial oversight without hiring a full-time Controller
If you're looking for organized financial records, dependable accounting systems, and a trusted financial partner, you're in the right place.
Who I work Best With
Working remotely allows me to serve small businesses wherever they are located.
Using secure cloud-based accounting tools and virtual meetings, I can provide the same personalized guidance and ongoing support without requiring you to be located in Pennsylvania.
Whether you're across town or across the country, you'll receive responsive communication, organized processes, and professional support tailored to your business.
Why I work Remotely
Professional Credentials
Certified Public Accountant (CPA)
Pennsylvania-licensed CPA with a Bachelor of Arts in Accounting and extensive experience in financial leadership, accounting systems, and business operations.
Advanced QuickBooks Online ProAdvisor
Advanced QuickBooks Online Certified ProAdvisor with specialized expertise in QuickBooks setup, cleanup, and ongoing system optimization.
Controller-Level Experience
Years of experience leading financial operations, improving accounting processes, and helping businesses build stronger financial systems.
I believe good accounting starts with a firm foundation.
That means creating organized accounting systems, maintaining consistent financial records, and helping business owners understand the information they're using to make important decisions.
Rather than focusing on year-end cleanup, I work proactively to help keep your financial records organized throughout the year so they're ready when it's time to hand them off to your tax professional.
Every recommendation I make is centered around creating systems that support your business today while preparing you for tomorrow's growth.
A Few Things You Should Know
I specialize in accounting systems, financial organization, and controller-level oversight.
I maintain a tax-neutral role and prepare your records for your year-end tax professional.
I work remotely with businesses throughout the United States.
I believe accounting should provide clarity—not confusion.
I value straightforward communication and practical solutions over unnecessary complexity.
My Approach
Let’s Build A Firm Foundation Together
Whether you're starting a new business, untangling years of bookkeeping challenges, or looking for ongoing financial oversight, I'm here to help.
Let's start with a free 15-minute consultation to discuss your business and determine the best next step.