The popular saying “knowledge is power” certainly rings true when it comes to managing your finances and realizing financial progress.

At INB, we operate to make your life easier, and my vision is to help you put in place a solid foundation for your long-term success.

As the local Dave Ramsey-endorsed tax provider, I form a partnership with you to assist you in managing, organizing and ultimately thriving in your personal or business finances. Through my work at INB, I’m not paid commission or other financial incentives. My only priority is saving you time and money.

Each step we take together focuses on scalability and sustainability. I want you to be equipped with the knowledge to achieve all of your financial goals both now and for years, even decades, in the future.

How can I help?

Business Management
Through each of my client relationships over the years, I’ve seen the enormous benefits of investing time from the beginning of your journey which helps to save both time and money down the road.

If your company needs to develop a system for financial management, I can help you to set up QuickBooks and provide continual support as you implement the system within your business.

As a QuickBooks ProAdvisor, I can give you huge time and cost savings with QuickBooks, an innovative software program that allows you to input income and expenses on a regular basis to monitor your financial information. QuickBooks not only enables you to provide timely reporting to your shareholders and stakeholders, but also allows for easy processing while reporting taxes.

Once we set up this detailed system for your financial management, you’ll be free to focus on what you do best: running your business.

Complex tax regulations and processes can be overwhelming without the proper financial background, knowledge and experience. To ensure you properly pay your employees and report your taxes on time using the most advantageous methods, you need an expert who is thorough and provides comprehensive insight. As we work together, I’m able to share with you my years of experience and expertise so you can apply that knowledge to your own personal situation, avoiding a time-consuming learning curve.

Trust Services and Estate Planning
Whether you’re planning for retirement or creating an endowment, you want to be confident that your personal information and finances will be taken care of. At INB, I can assist you with estates, trusts, wills, inheritances and more.

Now a senior vice president at INB, CPA, and Dave Ramsey’s tax-endorsed local provider, I’ve spent the last 30 years in the business management and personal finance field. Give me a call today so we can begin developing the most beneficial system for financial management, accounting and taxes to help move your business or family forward.