As an expert accountant and financial services provider for the past 19 years, Dana has helped many businesses keep their records straight and create more space for profitable business to occur. Dana is an Advanced Certified QuickBooks® Professional Advisor and is knowledgeable in both bookkeeping and technology, which allows her to provide QuickBooks software selection, setup, installation, customization, training, and troubleshooting as well as bookkeeping and financial services. She enjoys building relationships with her clients, and loves helping business owners be more successful. Dana has been a resourceful problem solver from building brand new bookkeeping systems, to overcoming disorganization.
With over 19 years experience in financial systems and accounting processes, Dana has established herself as a resourceful advisor providing guidance to her clients in various areas of financial systems. Dana started her career in corporate finance and accounting working for an accounting and advisory firm focused on high net worth families and alternative investment vehicles. She has served as a controller for a small family office focused in real estate and venture capital. Dana continues to serve small family offices and small businesses by providing providing hands on consulting while maintaining the integrity of financial data and client privacy. While excelling in the complexity of corporate and family office accounting, Dana’s passion is working with small business owners to organize and optimize their financial and accounting systems.
Widely known for her financial systems experience, impeccable attention to detail, and stellar customer service, Dana also prides herself with staying informed on financial, accounting and tax laws and how they impact her clients. Dana holds a Bachelor in Science in Accounting as well as numerous hours of specialized continuing education. Dana’s ability to see the big picture while still focusing on the details, and teaching other to do this, has made Dana a highly sought after consultant in her industry.
When Dana is serving small business owners, she can be found outside working in her garden and flower beds, and spending time with her husband and 3 children.
