We have a particular industry we're looking to serve. Specializing in a specific business area allows us to become knowledgeable, enabling us to serve our clients as effectively as possible. If you run a construction or trade business, we want to work with you!
Most of the clients we can help range from $500,000 to $4,000,000 in annual revenue. We love helping businesses understand their numbers and use that information to grow. Our experienced bookkeepers and tax preparers work closely with each client, providing expert support to ensure your financials are in excellent shape. We believe your relationship with your bookkeeper or accountant should be trusted and valuable, and we strive to build that connection with every client. If we're not the best fit for your needs, we'll work with you to find someone who is!
Upon working with us, you'll have a dedicated bookkeeper to work on your books, help guide your decision-making, and help you plan for growth. Depending on your budget and service level, you'll receive personalized reporting, real-time dashboards, and regular check-in calls to answer questions to help you plan.
Growing up in and working at a family business, I saw the importance of good financial records and maintaining positive cash flow. I’ve spent the last several years helping business owners stay on top of their books, confidently handle taxes, and make smart decisions with their money.
With a strong background in accounting and advanced coursework, I’m also on track to earn my CPA license soon. I bring real-world experience and a solid technical foundation to the table, to help you get accurate and helpful advice for running your business.
I want to help you in growing your small business. I know how important it is to be able to run your business without financial stress holding you back, or having to worry about tax issues. With the support of our experienced team of bookkeepers and tax preparers, we can work together to increase your profits and take the financial uncertainty out of your business.
My parents were great role models, each successful in their careers. However, my father’s experience owning a small business that ultimately failed—mainly due to poor financial management—was an early lesson for me in the importance of solid financial practices. Later, after marrying Ian and working for his family’s business, I saw firsthand how his parents had built a thriving business by keeping their finances in perfect order and making smart financial decisions. That experience inspired me to work with Ian to develop our bookkeeping business to help other small companies grow and thrive.
They say behind every good business is a great bookkeeper, and I believe that behind every great bookkeeper is a great manager! I’m behind the scenes, ensuring everything runs smoothly so that Ian and our team can focus entirely on our clients and deliver the high-quality service they deserve.
(727) 291-8857
690 S Main St. #783
Safety Harbor, FL 34695
Copyright © 2025 Lucrative Bookkeeping