Meet Josh

I’ve spent the last 10 years in the high-speed world of Bay Area real estate, making sure the how of a business actually works. After six years as a Director of Operations and Bookkeeper for multiple corporations, I’ve seen firsthand that a company is only as strong as its foundation. I know what it’s like to sit in the driver’s seat of a complex organization, which is why I’m so passionate about helping other entrepreneurs get their time back.

I’m a logical problem-solver who enjoys taking the heavy lifting off your plate. Whether that’s managing full-scope bookkeeping, A/P and A/R, or navigating the complexities of payroll and multi-entity tax coordination. I don’t just look at the numbers; I look at the systems behind them to ensure your business is compliant, profitable, and ready to scale.

But operations aren’t just about spreadsheets. I also bring years of experience in marketing, brand development, and team leadership. From auditing a general ledger to coaching a staff through their long-term goals, I focus on the details so you can focus on the vision. I started my own business because I believe that when your back office is a well-oiled machine, you’re finally free to lead.

Ready to take the stress out of your financial management and other key areas of your business? Book a convenient appointment with me today and let me guide you to smoother solutions tailored just for you!

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