Personalized Financial Service for Peace of Mind

Specialized services for…

Managing your finances doesn’t have to be overwhelming. Whether you're planning for retirement, buying a home, or just need help organizing your personal budget, I offer customized accounting services to help you stay on track and achieve your goals. Trustworthy, approachable, and detail-oriented support—tailored to fit your life.

I specialize in supporting small businesses with comprehensive accounting services tailored to your unique needs. From accurate bookkeeping and streamlined payroll to cash flow forecasting and detailed business plans, I provide the financial insights and structure to help your business thrive. Whether you're just getting started or looking to scale, I offer dependable, strategic support to keep your operations running smoothly and your goals within reach.

I offer tailored accounting solutions for corporations that go beyond the basics. From customized financial reporting and key performance indicator (KPI) tracking to strategic budgeting, forecasting, and preparation of financial statements, my services are designed to provide clarity, control, and confidence. Whether you're focused on growth, compliance, or operational efficiency, I deliver the financial expertise and analytical support your business needs to stay ahead.

Hi,

I’m Jonathan

I’m here to help take the stress out of your finances. With over 10 of experience in management, accounting, and financial planning, I’ve worked with individuals, families, small businesses and corporations to bring clarity, strategy, and confidence to their financial lives. My philosophy is simple: your money should work for you—not the other way around. I believe in creating practical, personalized solutions that support your goals and reduce financial anxiety. Whether you’re facing a big decision, trying to get organized, or planning for the future, I’m here to guide you with honesty, compassion, and a plan that makes sense for you.

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