I never set out to start my own bookkeeping firm—but looking back, it makes perfect sense.

My journey began at Goosehead Insurance, where I was introduced to accounting and financial organization. Without a formal background in accounting, I had to learn by doing, diving deep into the details to keep everything running smoothly. Over time, I developed a strong foundation in bookkeeping, financial workflows, and organization—skills that became second nature.

As I gained experience, I realized how many independent insurance agents struggled to keep up with their books. Most weren’t behind because they were bad at managing money—they were simply too busy selling and growing their business to keep up with the back-end work. That’s when I saw an opportunity to help.

I decided to start my own bookkeeping firm, and my first clients were Goosehead agents. Because I already understood the internal processes, reporting structures, and financial needs unique to insurance agents, I was able to develop a bookkeeping system that flows seamlessly with the way agents already work.

Now, I specialize in helping independent insurance agents with small teams (three or fewer producers) stay financially organized without the stress of falling behind. Whether you’re a solo agent needing quarterly bookkeeping or a growing agency that requires payroll and monthly financials, my goal is simple:

✔ Keep your books in order
✔ Eliminate last-minute tax season stress
✔ Make financial organization effortless for you

If you’re tired of scrambling to catch up on your bookkeeping, let’s work together. I’ll handle the numbers so you can focus on selling.