All Accounting & Finance

Independent insurance agency specializing in Medicare health plans, Social Security guidance, and personalized insurance consultations.

One of the things I enjoy most about owning a small bookkeeping firm is building genuine relationships with my clients. I take the time to understand their business, become a trusted resource, and provide the financial clarity and support they need to grow with confidence. I also love learning about technology and work with many third party vendors that integrate with QuickBooks Online.

Bookkeeping & Tax Strategy for Small Businesses and Nonprofits.

Ellafi Federal Credit Union is a member-owned financial institution dedicated to empowering women and those who support them through accessible banking, lending, financial education, and personalized guidance. Serving individuals, families, entrepreneurs, and businesses, Ellafi’s mission is to help build economic resilience, financial confidence, and long-term financial wellness. Through innovative products, community partnerships, and a commitment to inclusion, Ellafi provides the tools and resources needed to help members achieve their financial goals, whether they are starting a business, purchasing a home, growing savings, or planning for the future.

Our focus is simple: to create a supportive financial ecosystem where women can thrive, lead, and achieve greater financial independence while welcoming allies who share that vision.

As a financial advisor, I am honored to help guide clients through all stages of life and major financial transitions. Whether you are building wealth, planning for or living in retirement, saving for college, navigating a career change, coping with the loss of a loved one or managing a small business, I provide clear, personalized strategies tailored to your goals, risk tolerance and time horizon. My goal is to make your dreams come true, and my dream is to build generational wealth within our community.

I specialize in partnering closely with small medical practices to protect their revenue and strengthen their financial health. Because I’m a small business owner too, I understand how much every dollar matters. I handle your billing with the same dedication I give my own, ensuring accuracy, transparency, and long‑term stability for your practice.

wealth management

Trustworthy Transactions, LLC is a bookkeeping service dedicated to helping small businesses maintain accurate financial records and operate with confidence. The company provides reliable, detail-oriented bookkeeping solutions designed to reduce stress and allow business owners to focus on growth and daily operations.

A boutique CPA firm offering tax preparation, consulting, and bookkeeping services to individuals, businesses, and non-profits remotely or in-person.

Our company is proudly a Woman-Black-owed, business that helps organizations get their work running smoothly, clearly, and confidently. Think of us like the friend who walks into a messy room, smiles, rolls up their sleeves, and says, “Don’t worry — we’re going to fix this together.”

We work with cities, nonprofits, small businesses, and community groups that want to grow but feel stuck because their systems, paperwork, or processes are slowing them down. Trinity steps in to bring order, clarity, and peace of mind.