...a forensic accountant with 37 years of hands-on experience and owner of my own accounting practice since 2012. My true passion has always been the investigative side of the numbers: tracing funds, uncovering hidden issues, and turning messy trust accounts into clear, compliant records. After decades helping business owners get financial clarity, I now focus exclusively on helping California attorneys with trust-account forensic reviews and CTAPP compliance.
Hi, I'm Amy...
I believe that ...
But no two businesses, households, or individuals are alike.
You need a custom roadmap to achieve what financial freedom means to you.
True empowerment & freedom starts with controlled finances
CFO & Financial Strategist
With over 30 years of experience in helping construction businesses take control of their finances, increase cash flow, and scale with confidence, I am excited to offer the same opportunities to other business owners through tested strategy.
When I’m not building budgets and profit plans, you’ll find me catching up on renovation shows or planning my next big idea on a giant notepad with lots of coffee!
I can read a profit & loss statement faster than I can decide what to watch on Netflix.
SHARE A FUN FACT ABOUT YOURSELF!
My favorite movie is: It’s a Wonderful Life.
What is your favorite book, show, or movie?
My morning walk, a really good playlist, and endless scrolling on TikTok.
What couldn't you live without?
I was blessed with 3 wonderful cats. Boo and Simba crossed the rainbow bridge, but lived 16 and 18 years. Trey is still bossing me around the house. We love traveling to Maine for the summers.
Do you have any pets or children?
My mornings start with 10 minutes of quiet focus — no screens, just planning the top 3 things that matter that day.