About Me

Being great at running a business doesn’t necessarily mean you know what’s happening behind the numbers. That’s what led me to start Summit Oak Business Services.

Through my firsthand experience with multiple businesses, I’ve seen the difference it makes when owners understand what their numbers mean, not only that they’re accurate. I’ve also seen how easily the financial side gets pushed aside when you’re busy running everything else.

I’ve always loved numbers and spreadsheets, and I don’t stop until it’s done right. What I enjoy most is looking beyond the transactions to help owners understand the businesses they’ve worked so hard to build.

I’m a QuickBooks Online ProAdvisor, and I’m completing a Fractional CFO certification to bring my clients more than just the books.

Outside of the office: a cabin in Blue Ridge, a husband who puts up with my spreadsheets, as much hiking, boating, and reading as I can fit in, and a spoiled bloodhound named Libby who loves being the center of it all.