Bookkeeping and money management must be in our family DNA.
My grandmother was lovingly called “Der Finanzminister” — yes, she was German and a very capable minister of finance who kept her side of the family afloat during the Depression years and World War II.
My mother followed suit, and I remember her keeping a little notebook where every penny spent was accounted for. At the time, I thought it was overkill, but I can testify that when times are tight, that budgeting skill set is invaluable!
Bookkeeping and money management must be in our family DNA.
My grandmother was lovingly called “Der Finanzminister” — yes, she was German and a very capable minister of finance who kept her side of the family afloat during the Depression years and World War II.
My mother followed suit, and I remember her keeping a little notebook where every penny spent was accounted for. At the time, I thought it was overkill, but I can testify that when times are tight, that budgeting skill set is invaluable!
Fast forward to moving to Canada and the Kootenays — by default, I became the manager and bookkeeper of our family-owned companies.
I attended Selkirk College to get official certificates for Sage and worked closely with our accountant.
Later on, I began doing bookkeeping for others in a variety of industries and found satisfaction in helping new entrepreneurs set up for success. I started tax preparation by volunteering with the CVITP program, followed by years of working for an accountant during tax season. I discovered I loved the mental gymnastics of tax prep — so many variables!
Now, in 2025, I’ve moved into the digital world in both bookkeeping and tax prep.
Modern tools, decades of experience.
I blend up-to-date bookkeeping software with 20+ years of hands-on experience to make managing your finances easier, clearer, and stress-free. Whether you’re just starting out or playing catch-up, I’m here to help.