Who We Are

Founder / QuickBooks Online ProAdvisor

I have spent my career helping people navigate complicated systems and turn confusion into clear next steps.

Before founding Cole & Company Services, my background included over 25 years of administrative leadership, business operations, problem-solving, and supporting organizations and the people behind them.

My experience working in a CPA firm environment showed me how many talented business owners love what they do but feel overwhelmed by bookkeeping, taxes, technology, and understanding their financial information.

That experience inspired Cole & Company Services.

Today, my mission is to help entrepreneurs create organized financial systems, understand their numbers, prepare for taxes, and build businesses with more confidence. 

Behind every business are the people, the dream, and the reason they started.

Bookkeeper / QuickBooks Online ProAdvisor  

 As a member of the Cole & Company Services team, I’m proud to be part of a company dedicated to helping small business owners feel more organized, informed, and confident. 

I am a bookkeeper and Certified QuickBooks Online ProAdvisor with a strong eye for detail and a passion for helping businesses succeed. 

I believe organized books give business owners more than reports; they provide insight, understanding, and the ability to make better decisions.

 At Cole & Company Services, I am dedicated to delivering organized financial reports that provide our clients with clarity and confidence. 

Enrolled Agent Tax Preparer

I am a dedicated Tax Accountant with over 25 years of experience in public accounting. I hold a Bachelor of Business Administration (B.B.A.) with a concentration in Accounting and am a licensed IRS Enrolled Agent, qualified to represent taxpayers directly before the IRS.

I understand that business taxes can be complex, and even small mistakes can cost valuable time and money. That's why I approach each client relationship with care, precision, and a genuine passion for helping businesses thrive. 

My goal is to ensure your taxes are not only accurate and compliant, but also strategically optimized to support your growth.

Senior Bookkeeper

I am an expert in the field of accounting and bookkeeping, with over 40 years of experience. 

I have owned and operated an independent bookkeeping service and have held positions in both private and public accounting. 

After performing a thorough review of your current records. I take the time to understand your financial situation and determine your needs. From there, I bring order to the details, so your numbers make sense, and your records are accurate. 

I bring my extensive knowledge and professionalism to every project, making them a cornerstone of the quality services we provide.