Welcome

My private client service is designed for those who want calm, confidential support.

I offer discreet, white-glove bookkeeping for individuals and small business owners who value simplicity, privacy, and peace of mind. Whether you're managing personal wealth or running a service-based business, I provide calm, confidential support that keeps your financial life organized and stress-free.

Prior to 2001, I served as Chief Compliance Officer for a privately-owned Investment Advisor and Broker Dealer. During that time, I held the following credentials: General Securities Representative, General Securities Principal, and Financial/Operations Principal.

In 2001, I launched my private consulting practice, continuing my work as a corporate compliance consultant while also expanding into personal finance consulting.

In 2016, I founded LifeWork Bookkeeping Solutions, where I began working not only with individuals but also with solo business owners.

I am a QuickBooks Online Certified ProAdvisor and proficient in Microsoft Office.

I chose the name of my company with a dual purpose.  It reflects not only the fact that this is my life's work, but also my desire to support your life's work.

I work with individuals and solo business owners who prefer a quieter kind of financial care—one that’s built on trust, discretion, and thoughtful collaboration. Whether you're managing personal wealth, navigating life transitions, or running a service-based business, I offer bookkeeping that feels less like a transaction and more like a partnership.

Clients come to me when they’re ready to stop feeling overwhelmed by spreadsheets, receipts, or tax prep stress. They stay because they feel seen, supported, and understood. I work closely with your CPA, financial advisor, or attorney to ensure everything flows smoothly behind the scenes—so you can focus on what matters most.

This is not a one-size-fits-all service. It’s tailored, respectful, and designed to bring clarity and calm to your financial life, with communication that’s warm, proactive, and always aligned with your preferences.

Please call or email me to set up a consultation.

“Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction and skillful execution; it represents the wise choice of many alternatives.” 

William A. Foster