I help business owners keep a level head about their finances so that they can achieve all their goals. When you know where your money is coming from and going to you can make better financial decisions for your business and personal life.
I am excited to add tax strategy planning for my high-income clients to help keep more of their hard-earned money in their pockets. By using the Main Street Tax Strategies we can work together to develop the best plan for your situation - considering your business, rentals, jobs, and other investments as a part of a holistic blueprint tailored for you.
My clients are located throughout the States and across a variety of industries. My ideal clients are passionate about their business and recognize the need to keep the financial side of their business organized too.
As the founder of Levelheaded Bookkeeping, I can say it's been such a rewarding journey to get to where I am today. I graduated from Front Range Community College in Fort Collins, Colorado in 2005 with my AAS in Accounting and Business Management. Shortly after that, I also graduated from Arrowhead Bible College in 2006 with a Certificate of Biblical Studies. In 2021 I earned my Enrolled Agent license, a federally-licensed tax practitioner who may represent taxpayers before the IRS when it comes to collections, audits, and appeals. And I continue each year to add to my skills and knowledge - there is always more to learn!
I have traveled and lived abroad with my husband and children where I became a house manager in India for 2 years. We then moved to Papua New Guinea and I worked as a bookkeeper gaining experience with multi-currency for 3 years. Finally, after moving back to the United States in 2013, I launched my own business, Levelheaded Bookkeeping.
I would love to be a part of your journey, reach out today and let's chat!
I am excited to add tax strategy planning for my high-income clients to help keep more of their hard-earned money in their pockets. By using the Main Street Tax Strategies we can work together to develop the best plan for your situation - considering your business, rentals, jobs, and other investments as a part of a holistic blueprint tailored for you.
My clients are located throughout the States and across a variety of industries. My ideal clients are passionate about their business and recognize the need to keep the financial side of their business organized too.
As the founder of Levelheaded Bookkeeping, I can say it's been such a rewarding journey to get to where I am today. I graduated from Front Range Community College in Fort Collins, Colorado in 2005 with my AAS in Accounting and Business Management. Shortly after that, I also graduated from Arrowhead Bible College in 2006 with a Certificate of Biblical Studies. In 2021 I earned my Enrolled Agent license, a federally-licensed tax practitioner who may represent taxpayers before the IRS when it comes to collections, audits, and appeals. And I continue each year to add to my skills and knowledge - there is always more to learn!
I have traveled and lived abroad with my husband and children where I became a house manager in India for 2 years. We then moved to Papua New Guinea and I worked as a bookkeeper gaining experience with multi-currency for 3 years. Finally, after moving back to the United States in 2013, I launched my own business, Levelheaded Bookkeeping.
I would love to be a part of your journey, reach out today and let's chat!
Licensing & Credentials
Services Offered
Tax Specialties
