Small business owners juggle every task—bringing in clients, delivering services, and keeping the lights on. But no matter how much you take on, managing everything—especially the numbers is nearly impossible.
Without clear, up-to date books, it’s hard to know where you stand or what’s coming next. And here’s the hard truth - 82% of small businesses fail due to poor cash flow management or lack of financial clarity.
That’s exactly why Finwise Partner exists, to help you - Gain Clarity, Accountability & make confident decision from your books. Accurate books are not just for planning—they’re essential for tax filing and staying compliant with the law.
My love for numbers started early—with puzzles, math games, and logic problems for fun. After earning a Master’s in Computer Science, I worked at a bank supporting small business owners and saw their struggles with managing finances. Coming from a small business family myself, I understood it. That’s what drew me to accounting—turning a lifelong passion into meaningful support.
Today, after gaining hands-on experience working for different firms and supporting various small businesses, I’m a Certified Bookkeeper, QuickBooks Online ProAdvisor, and FreshBooks Certified Professional.
Based out of Cary, North Carolina. Beyond my profession, I’m a wife and a mom to an energetic little boy who keeps me on my toes—and sometimes off my chair! I also enjoy decorating for parties, especially anything with balloons.