Testimonials


Annette has been instrumental in getting my business financials established and maintains my books on a monthly basis. She is very knowledgeable and provides all the detailed reports to gauge how my company is doing. I highly recommend her services.
— J. Bell, Enotive Design Group

She’s a clear and concise communicator, efficient in her work, knowledgeable, and always provides great insight and recommendations. We’re lucky to be working with her!
— B. Wang, Epidemic Ales

Annette has been such a huge help for my business. Being in the health/wellness sector, juggling the financial side of the business isn’t taught and doesn’t come easy. I have been searching for years for someone who can help with financial planning, review of numbers and goal setting so I can focus more on patient care and Annette filled that gap completely. She is great to work with as well - very easy to talk to, very organized and has great ideas that have all been so helpful in growing my practice.
— L. Richard, Origin Integrative Health

I’m so happy to have found Annette to help me with QB online. She not only gave me an introduction to the system, but also was able to offer so many useful suggestions that save me SO much time (and money). Before Annette, I spent hours and hours struggling to set up and reconcile everything, but after one hour of working with her, viola! Everything works perfectly!
— A. Brown, Pleasanton Tutoring

Entrusting Annette to sort out my QB Online bookkeeping was one of the best decisions I made this year. It was a very streamlined process and I feel so much better about the state of my books. I highly recommend Annette as she is professional, very knowledgeable and went above and beyond what I asked.
— N. Pomeory, Nina Pomeroy Photography

She is thoughtful, intelligent, thorough and a pleasure to work with. She is as much a problem solver as she is a finance person. I can’t imagine our organization thriving without her as a part of it.
— D. Levin, The Center for Health Design, Inc.

We would be truly lost without her. She is friendly, smart, efficient, and a true professional. She is a true asset and I highly recommend her for anyone struggling with Quickbooks.
— D. Champlin, Champlin Painting