Meet Amy

II grew up in Wilmington, NC and studied at UNC Wilmington. Over 25 years, I worked my way from bookkeeper to Senior Accountant to Controller, building deep experience in financial reporting, operations, and strategic decision-making.

But I've always had an entrepreneurial streak — a drive to build something of my own, on my own terms. That instinct led me to launch my firm, where I get to combine the technical rigor of my corporate background with the independence to run things my way.

My work goes beyond tax prep and bookkeeping. I help business owners understand what their numbers are telling them — so they can improve cash flow, make confident decisions, and plan for what's next.

I'm passionate about turning financial data into a clear story, one that helps other entrepreneurs build stronger, more profitable businesses. Since starting the firm in October of 2024, I have had the pleasure of serving over 125 clients.