Client Relationships

I work with growth-oriented businesses and service-based companies that value clarity, accountability, and long-term financial strategy. My clients span a range of industries, but they all share a common goal: building something meaningful, and doing it with a solid financial foundation. Drawing from years of hands-on experience, I bring industry-specific insight and operational expertise to every engagement—whether you’re scaling rapidly or tightening up existing systems.

Here are some of the sectors I work with most often:

• SaaS Companies & Startups – I help tech-driven businesses manage the complexities of recurring revenue, investor reporting, capitalization, and high-growth operations.

• Marketing & Advertising Agencies – From multi-client firms to performance marketing teams, I support agencies in managing cash flow, project-based accounting, and profitability tracking.

• Law Firms & Legal Professionals – I assist attorneys and boutique firms with trust accounting, payroll, tax strategy, and compliance—ensuring accurate books and efficient operations.

• Production & Film Companies – For studios and video production teams, I provide tailored support for project-based financials, budgeting, and cost tracking.

• E-Commerce Brands – From scaling Shopify stores to multi-channel sellers, I help e-commerce companies manage platform integrations, inventory flow, and performance metrics.

• Content Creators – I work with digital entrepreneurs and creators monetizing platforms like YouTube, podcasts, and newsletters to bring structure to fluctuating income and expenses.

• Graphic Designers & Creative Professionals – I offer clear, tax-ready books and smart financial guidance for solo creatives who want to stay focused on their work, not their back office.

If you run a creative, professional, or tech-forward business and want deeper financial insight with a hands-on approach, I’d be glad to work with you.