How I help . . .
My approach to client service is to be as proactive as possible. I help clients document their processes, identify their pain points, and recommend process improvements using technology to increase accuracy and efficiency. This gives clients access to more real-time financial data that is crucial as they make business decisions, and it frees them up to run their business.
I also enjoy working with clients who have messy books. I help them clean up their books first, then show them how to better use software to keep the books updated and accurate going forward.
Internally, I enjoy reviewing firm processes and making recommendations on ways to standardize so clients receive the same high quality of service no matter which office they work with.