Hi! I'm Annette.
Hi! I'm Annette.
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Most business owners didn’t get into business to become accountants — but understanding your numbers is the only way to grow with confidence.
If your books feel confusing, chaotic, or just plain ignored… you're not alone.
That’s where I come in.
I help business owners understand their financials, clean up their books, and make smarter decisions — without retainers, overwhelm, or industry jargon.
About Me
About Me
I’m a CPA licensed in both Texas and Washington with over 35 years of experience in public accounting and private industry. I’ve worked with construction firms, real estate entrepreneurs, service providers, and nonprofits — helping them clean up the mess, understand the metrics, and move forward with confidence.
I hold a Bachelor of Science in Accounting and a Master of Accountancy from the University of Missouri – Columbia (Go Mizzou!). But more than credentials, I bring practical, real-world insight.
At its core, accounting is just organizing numbers to tell the truth about your business.
Numbers don’t lie — unless people do.
Who I Work With
Who I Work With
I work with small business owners who are smart, capable, and stretched thin.
They’ve got money coming in and going out — but they’re not 100% sure where it’s all going, or what their reports are trying to tell them.
They’re ready to stop guessing and start understanding.
If that’s you, we’re a good fit.
Financial Clarity Session – $97
Financial Clarity Session – $97
A 60-minute 1 on 1 session to help you understand your financial statements — and what they’re really saying.
You’ll learn:The purpose of each report
What numbers actually matter
How to catch small issues before they become big ones
How to use your reports to make better decisions
No pressure. No pitch. Just clarity.
Book Cleanup Projects –
Book Cleanup Projects –
Priced by the Hour
Priced by the Hour
If your books are a mess, your reports don’t add up, or things just feel off — I can help you get things back on track.
Here’s how it works:
You purchase a set number of hours.
I roll up my sleeves and get to work.
If more time is needed, you can purchase additional hours.
No retainers. No commitments. Just one project at a time.
Do you offer ongoing services or monthly retainers?
Nope. Everything I do is project-based. You pay for what you need, when you need it.
Do you file taxes?
No. I don’t do tax prep or filing — I focus on helping you understand and organize your financial data.
Do I need to bring anything to the Clarity Session?
Just a willingness to learn and a few questions. No prep required.
What if I need more than one cleanup project?
We can always do a second (or third!) project. But each one is scoped separately — no auto-billing or long-term contracts.
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