I'm Kimberly, a Certified Public Accountant (CPA) and Certified Tax Advisor (CTA)
My goal is to empower small business owners like YOU to achieve extraordinary success by providing you with the tools, knowledge, and support you need to thrive.
I’m your dedicated financial expert and mom of four beautiful daughters. With over 24 years of experience as a Certified Public Accountant, I've mastered the art of supporting top-tier online entrepreneurs. My background includes serving as Controller for a multi-million-dollar company and nearly two decades of public accounting, aiding over 150 small business clients with bookkeeping, QuickBooks support, tax preparation, and planning.
Beyond crunching numbers, I have found a new passion:
To help small business owners overcome their challenges and reach their goals.
A few years ago, while quarantined with COVID, I took the opportunity to rethink how I could better serve my clients. This period of reflection led to a breakthrough: I recognized the need for a more holistic approach. I aimed to support every aspect of their businesses, leaving no stone unturned in fostering their growth.
So, fast-forward to now, we have the Simple S.O.R.T. Method™, specifically designed to help small business owners like you navigate the complexities of the business world.
This method provides a clear, structured approach to help you set up your business, streamline your operations, record your numbers, and tackle your taxes.
With the Simple S.O.R.T. Method™, you'll have the guidance and tools needed to make informed decisions, improve your financial management, and ultimately achieve sustainable growth for your business!
