What to Expect from Me as Your Accountant

You’ve been running your business and have come to a crossroads where you’ve finally made the decision to hire an accountant (if you’re still on the fence about that, read up on “When to Hire an Accountant”). Congratulations! You have just made a positively impactful decision. Next, I’d advise you to do some research on different accountants you have the opportunity of working with. Take the time to meet with them and learn about their work ethics, communication styles, and expectations when working with clients.

I always want my clients to get to know my personality since it’s reflected in how I run my business, how I handle my work, and how I correspond. When I partner with a new client, this is what they can expect:

More insight into their business than they’ve ever had before. My breadth of experience and attention to detail results in greater visibility and understanding of the story behind all those numbers.

A lot will be accomplished in a lesser amount of time. Through years of self-taught trial and error, I have nailed down many highly efficient processes for completing accounting tasks. Not only am I lightning fast on the 10-key, but I can work magic in Excel and QuickBooks like nobody’s business! I even had one client who would only respond in expletives because the turn-around time was so much less than anticipated.

Work smarter, not longer!

Work will be completed in a timely manner. Although this is contingent on my client’s providing source documents and responding to emails in a timely manner as well. Of course, things come up and a client may need some extra time to address a request, but correspondence on this is always appreciated so I can adjust my timeline accordingly (I also return the courtesy). I never want to underserve any of my clients so it’s essential for me to stay on top of my work.

They’re always invited to ask questions. My priority is for my client’s to not just hire me but for them to feel confident in the results of what I provide. I will never shy away from discussing a question or concern until my client is satisfied with their level of comfort in the matter. I also ask many questions since the more I know about their business and how it operates, the more value I can create in the long-run.

In most circumstances, the first month working together is an Evaluation Period. This not only allows me time to assess your business and services needed, but it allows for a non-commitment trial, if you will. Everyone has different ways to approach the same thing, not that any certain way is necessarily better, but is more so preferential-based. I strive to work with clients where we both feel comfortable with the dynamics of the partnership, so if either of us feels that we’re not best-suited in working together, then we can part ways with no hard feelings.

CONTACT ME today if you’re interested in meeting to see if we can work some magic together!

Photo credits: Graphicstock.com

My Interests… Other Than Accounting

You may have caught on by now that the main purpose of my blog is to provide my readers with little tidbits on accounting, QuickBooks, and Excel. I’d also like to use my blog so that readers can get to know me better, whether it be current clients, prospective clients, colleagues, or anyone else! I want you to know the person behind the blog because, although numbers are my livelihood and career passion, they are not the only thing that makes me the enthusiastic accountant that I am. Read on to learn how I fill my time outside of work hours.


Photo Credit

I have always had a love of learning! “Teacher’s pet” was not a foreign name to me growing up and that love of learning has never subsided. I am currently enrolled in my MBA at the University of Nevada, Reno. My favorite TV channel currently is the Weather Channel, with shows like “Weather Gone Viral” and “Strangest Weather on Earth.” I also enjoy watching documentaries and love getting caught up in a good book based on historical events. One of my favorite recently read books is The Worst Hard Time by Timothy Egan, which depicts the mid-West during the great dust bowl of the 1930’s. Did you know that’s where the term “dirty 30’s” comes from? Neither had I!



The learning item rolled into reading, but reading definitely deserves its own category here. There’s really nothing better than laying out in the sunshine with a charming storyline and getting lost in fact or fiction. Growing up, my mom and I would read all day long during the summer and we called it our “Reading PowWow.” Cheesy, right? 😉


I often start and never finish many different crafts, but sometimes I make something pretty neat! One hobby I have is scrapbooking. It’s one of my few creative outlets and I sure wish I spent more time doing it….maybe once my MBA is done I can get back to it. Then there’s coloring – who hasn’t gotten into that craze?! Ahhhh, so relaxing!

Home Improvement Projects

My Condo in Sacramento – project central!

My first home was a condo in the Sacramento area, and it was in great condition but stuck in the 80’s.  I’m very fortunate to have a General Contractor dad, as he not only helps me with every project, but teaches me the basics with each time. Now that I own a beautiful home in Reno, my previously learned skills are being put to the test. Where my memory fails me, my wonderful boyfriend steps in, and my dad is just a call away if we get in over our heads. Our current project is simple but daunting… painting the entire bottom floor of our house. The previous owner painted not only the walls, but the ceiling also, a golden yellow – YELLOW!! That’s just too much. Time to upgrade to a pretty flannel grey 😊

Outdoor Activities

Yes, let’s get the cliché out of the way – I love hiking! There are tons of trails in the Reno/Tahoe area that I need to explore and there are so many breath-taking views to be seen. Last year we bought a kayak and paddleboard which we took out regularly to Boca Reservoir and the lake in Truckee. I figured I would be horrible at paddle boarding since I’m not very sports-savvy, but to my surprise, I never once feel off the entire summer! I can’t wait to go this year. I also did Tough Mudder in 2012, when I was heavy into doing CrossFit. I skipped a few obstacles and suffered through the crazy Truckee altitude, and it was torturous but exhilarating. I hope to do it again someday!


I have a bit of on obsession with shopping, but I’ve learned to reign that in lately (my wallet is relieved!). I also have a reputation for my savings techniques – you know, the coupons, the sales, the whole she-bang! I love getting a good deal and stockpiling when I can. Target is for sure my go-to for anything non-perishable and I combine coupons, sales, my RedCard discount, and cartwheel savings to score some stellar deals.


The only children I have so far are my four-legged ones. I have adopte

Rocky and Penny

d 3 myself – one female cat Jill (she’s very sweet), one male cat Jonas (he’s an A-hole), and one senior male mastiff-mix Rocky (the biggest, sweetest lovebug). My boyfriend adds his senior female golden retriever (also a big love, but also the size of a small horse!). I cannot image our household without all our animals, as they bring us so much of both stress and joy.


Well, I know I’ve probably left out some other leisures of mine but this at least gives you a little insight as to what I like aside from accounting. I would love to hear about your favorite past-times so comment with them below – maybe we have some in common!