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Meet Kyle

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I have spent my career in various areas of finance and accounting, including financial reporting in higher education and not-for-profit organizations, tax preparation, bookkeeping, and consulting. My favorite thing about working in accounting and finance is solving problems. I enjoy helping my tax clients get the best refund or lowest tax due. I enjoy helping small business and not-for-profit clients troubleshoot and resolve issues with bookkeeping, payroll, and financial reporting.

I attended Bowling Green State University for my bachelor's in accounting and The Ohio State University for my master's in accounting. I am a Certified Public Accountant (CPA), licensed in Ohio.

My commitment to transparency

I spent years preparing taxes for family and friends before deciding in 2019 to start preparing taxes professionally. I worked for two years for a large tax firm before deciding to set out on my own. Here is what I have learned and my commitments to my clients.

Give relevant information up front

I will always provide as much information up front as I can, especially about pricing.
Cost is often the deciding factor when evaluating services, and I do not want to waste your time or mine.

Only sell what is needed

I will never try to sell you a product or service I would not buy if I were in your position.
I want to have a collaborative, ongoing relationship with my clients, so it is in your interest and mine to sell you what you need - no more, no less.

My only client is you

I will never "sell" you to any third party.
I do not make money from any third party, and I will not gather your information or sell you a product on behalf of anyone else.

Certified QuickBooks ProAdvisor

I am a Certified QuickBooks ProAdvisor, which means I have spent time learning the ins and outs of the QuickBooks Online product. This gives me the knowledge to leverage this powerful software for your benefit. I believe QuickBooks Online is the most powerful, affordable accounting solution for small businesses, and it is what I use to run my own business.

Need help getting set up in QuickBooks Online? See QuickBooks Implementation on my consulting services page.

Badge displaying text Intuit QuickBooks Advanced Certified ProAdvisor Online
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