I am a Dynamic Implementation Strategist. What does that mean? That means that I not only understand the complex issues facing business owners but that I am skilled in planning the processes needed to achieve the success they desire. Using the solid financial foundation provided by accurate bookkeeping, I help drive innovation, change, and results by quickly identifying relevant patterns and issues and creating the roadmap through action planning and back planning. I have a collection of superpowers that facilitate the progression from intention to success. These superpowers give me a unique understanding of a business as a holistic entity – breaking it down to its individual pieces and fitting them back together to make a beautiful picture. This is my zone of genius.
Our mission is to provide balance to business owners through individualized design of their bookkeeping system, consistent and complete communication, integrity and accountability of work, and continued support as their true business ally.
Our goal is to create an engagement that works best for you and your business. From software set-up and training to full-service bookkeeping, we can find a support solution to help any small business.
Terry comes to us with 20 years of experience in the Financial Industry. She started as a Teller and moved up through the bank filling roles as IT Manager which involved project management, Loan Officer, Branch Manager, Head of Operations and Cashier (CFO). While working for the bank, she wore many hats and learned to juggle a lot of different duties. She also lived and worked on a ranch with her husband and his family and managed the books for the ranch and his side business. She is a QuickBooks Online ProAdvisor and earned her certificate in Bookkeeper Business Launch in 2021. Since changing her career from banking to bookkeeping, she has gained considerable experience in multiple industries. She takes pride in paying attention to details, being accurate in her work and looks forward to helping small businesses succeed. In her spare time, she can be found reading, quilting and machine embroidery, spending time with family and helping her husband with his Metal Fabrication/Repair Business.
