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Wisteria Co.

Customized bookkeeping & tax support designed for small wellness businesses

WELCOME TO WISTERIA CO.

Wisteria Co. offers consulting services rooted in both professional experience and real-world business ownership. I bring over four years of experience providing bookkeeping and financial support to nonprofit and social service organizations across the DMV, with annual budgets ranging from $5M to $30M.

This background has given me a strong foundation in compliance-driven environments, complex reporting, and building systems that support long-term sustainability. I understand what it takes to maintain accurate records, meet financial requirements, and create processes that scale as organizations grow.

In addition to my work in the nonprofit sector, I have a personal passion for supporting wellness-based businesses and currently own and operate my own. Navigating the startup phase firsthand has allowed me to develop practical tools around financial setup, operations, and decision-making — and I look forward to sharing these insights with clients who are building something of their own.

My consulting approach blends structure, strategy, and lived experience to help business owners create financial systems that are not only functional, but aligned with their long-term goals.

DO YOU NEED A BOOKKEEPER?

Strong financial health is essential for both personal and small business success. Whether you’re just getting started or preparing to scale, having the right financial systems in place is one of the highest-return investments you can make.

A professional bookkeeper helps you build a foundation using the tools that fit your specific needs — from accounting software and data management systems to working alongside experienced CPAs. These investments provide long-term value by giving you clear insight into profitability, cash flow, and growth opportunities, while ensuring your records are accurate and tax-ready.

Poor bookkeeping leads to poor tax reporting. Without clean, organized financial data, business owners often miss valuable deductions, overpay or underpay taxes, and risk penalties due to errors or incomplete filings.

A bookkeeper supports effective money management so you can focus on what matters most: delivering high-quality products and services, making informed decisions, and growing your business with confidence.

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