Wisteria Co.
About Me.
I am a finance and operations professional with a background in bookkeeping, data management, and process improvement. I work with small businesses and service-based organizations that want clear, accurate financial systems without unnecessary complexity.
My approach is practical and detail-oriented. I focus on helping clients understand their numbers, stay organized, and make informed decisions through clean reporting, reliable processes, and consistent support.
I’ve spent several years working across accounting operations, financial data systems, and compliance-driven environments. This experience allows me to bring structure to disorganized workflows and translate financial information into something clients can actually use.
I value professionalism, clarity, and long-term partnerships. My goal is to provide steady, trustworthy financial support so business owners can focus on growth, not stress.
My Credentials
December 2025
Pro Advisor Bookkeeping Certificate
Certified in QuickBooks Online, with over 2 years of hands-on experience supporting clients through accurate setup, reconciliation, reporting, and ongoing financial management. This credential ensures I can implement and maintain systems that are both efficient and CPA/Accountant-ready.
June 2024
Trauma Informed Yoga Instructor
My Vinyasa School
Trained in trauma-informed practices, which informs how I work with clients — emphasizing clarity, trust, and supportive communication. This background is especially valuable when working with wellness-based businesses and service providers who value intentional, client-centered operations
January 2020 - Present
Nonprofit & Social Services Financial Operations Support Consulting
Hands-on experience supporting organizations with $5M–$30M annual budgets across the DMV, including financial reporting, reconciliation, and compliance support. This real-world experience informs my ability to build scalable systems and provide consulting grounded in operational reality.
May 2017
BA - Philosophy
Penn State University
Strengthens analytical reasoning, ethical decision-making, and strategic thinking. This degree supports my consulting approach by helping clients clarify goals, evaluate risks, and build sustainable business practices.
May 2017
BA - Political Science
Penn State University
Provides a strong foundation in policy analysis, critical thinking, and systems-level problem solving. This perspective supports my ability to navigate compliance-driven environments, grants, and organizational structures.