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Transform Financial Stress Into Clarity and Success
Dedicated accounting support for individuals and small business owners who deserve a stress-free financial experience.
You Didn't Start Your Business to Drown in Financial Paperwork
Running a successful practice or business means you're constantly juggling priorities. But when financial chaos takes over, everything suffers:
Timely financial statements never seem to materialize when you need them for big decisions
Tax deadlines creep up while you're buried in unpaid bills and disorganized records
You feel overwhelmed by financial responsibilities that pull you away from serving your clients
Making strategic decisions feels impossible without clear visibility into your financial health
You deserve better. You deserve financial clarity that lets you focus on what you do best.
Your Partner in Financial Clarity
I understand how taxing it is to manage finances alone. With over 15 years of experience serving professional service providers across California and Texas, I transform financial overwhelm into confidence and control.
Monthly bookkeeping that keeps you current
Stay on top of your finances with accurate, timely bookkeeping services tailored to your business needs.
Strategic tax planning that saves you money
Proactive tax strategies designed to minimize your liability and maximize your savings year-round.
Compliance support that eliminates penalties
Stay compliant with federal and state regulations while avoiding costly penalties and audits.
Financial statements you can actually understand
Clear, actionable financial reports that help you make informed business decisions with confidence.
The Result? You gain peace of mind, make informed decisions with confidence, and stay compliant—without the stress.
Your Partner, Not Just Your Accountant
I started Oak Haven because I saw too many talented professionals struggling with the financial side of their businesses. You didn't become a doctor, lawyer, or consultant to spend your nights buried in spreadsheets—you deserve a partner who understands both the numbers and your vision.
With over 15 years of experience serving clients across California and Texas, I bring personalized attention and deep expertise to every engagement. When you work with Oak Haven, you work directly with me—no junior staff, no handoffs, just dedicated support tailored to your unique needs.
Learn more about my approachWho I Work With
Professional Service Providers
Medical, dental, and legal practices seeking specialized accounting support
Small Business Owners
Consultants, agencies, and service businesses ready to scale
Complex Tax Situations
Individuals with investments, rental properties, or multiple income streams
Multi-State Taxpayers
California & Texas specialists for seamless cross-state compliance
Direct access to a CPA—no junior staff, no handoffs, just personalized service tailored to your needs.
Three Simple Steps to Financial Clarity
Schedule Your Call
I'll discuss your current situation, challenges, and what financial clarity looks like for you.
Choose Your Service Level
I'll recommend a customized package that fits your needs and budget—from essential bookkeeping to comprehensive financial statement preparation.
Start Your Partnership
Enjoy ongoing support, proactive communication, and the confidence that comes from knowing your finances are handled.