I built Eight Leaf Financial Services for business owners who need more than someone to categorize transactions. My work combines bookkeeping, accounting controls, financial analysis, forecasting, and operational reporting so the records are accurate and the numbers are useful.
My background includes manufacturing finance, cost accounting, inventory valuation, payroll oversight, month-end close, tax preparation, nonprofit reporting, retail analytics, and financial systems design. I have supported organizations ranging from small businesses to high-volume manufacturing operations and national institutions.
That range matters because growing companies rarely have one isolated accounting problem. Bookkeeping connects to cash flow, pricing, labor, inventory, taxes, margins, and planning. I help owners understand those connections and build a financial structure that can grow with the business.
Accurate books are the starting point. The greater value comes from knowing how to review the records, question unusual activity, explain changes, and turn financial information into practical decisions.
Reconciliations, account review, month-end close, AP and AR support, payroll coordination, tax-ready records, and documented workflows that reduce errors and prevent the books from falling behind.
Trend analysis, margin review, cash flow visibility, budget comparisons, cost behavior, customer and service profitability, and explanations of what changed from one period to the next.
Accounting processes and reporting models designed in QuickBooks, Xero, Excel, Power Query, SQL, Power BI, SAP, Oracle, and NetSuite environments to support better decisions as complexity increases.
The firm is shaped by hands-on experience where accounting had to connect directly to production, inventory, labor, management reporting, and organizational performance.
Supported the financial operation of a high-volume prepared foods facility, including plant reporting, inventory accounting, standard costing, payroll oversight, capital activity, reconciliations, and month-end close.
Developed bookkeeping workflows, forecasting models, tax support, reporting systems, and cleanup processes for small businesses and growing organizations.
Supported reporting, inventory visibility, fulfillment analysis, profitability review, AP and AR, and process improvement across nonprofit and retail environments.
Integrated complex information from multiple sources into decision-ready reporting for senior Department of Defense leadership.
Many bookkeeping services stop after the accounts are reconciled and the statements are produced. Eight Leaf takes the next step by reviewing what the numbers reveal about the business. That may mean identifying margin pressure, isolating a cost increase, comparing actual results with expectations, finding cash tied up in receivables or inventory, or showing which customers and services are producing the strongest return.
Technical experience is supported by formal accounting education, graduate-level financial study, tax preparation experience, and certifications in leading small-business accounting platforms.
Master of Science in Financial Management, expected May 2027
Bachelor of Science in Accounting
Certified QuickBooks Online ProAdvisor
Certified Xero Pro Advisor
IRS Registered Tax Preparer
Virginia Public Notary and Remote Notary Certified
Services can begin with bookkeeping and expand into reporting, cleanup, analysis, tax support, or financial systems work as the business requires.
Eight Leaf Financial Services was built around a straightforward principle: owners should be able to trust their books and understand what those books are saying. The work begins with accurate accounting, but it does not end there. Each engagement is approached with the expectation that the records should support stronger control, clearer planning, and more confident short-term and long-term decisions.
Whether the business needs monthly bookkeeping, a cleanup, stronger reporting, or deeper analysis, Eight Leaf can establish a practical starting point and build from there.