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About the Founder: Expertise and Approach

McKenzie

Headshot - Rose Jacket.PNG

With 25 years of experience in the accounting field—from hands‑on bookkeeping to serving as a Chief Financial Officer—I bring a deep, practical understanding of what businesses need to thrive. As a Certified Public Accountant (CPA), my passion is helping small businesses unlock the power of their financial data so they can make confident, informed decisions.

I take a client‑centric, down‑to‑earth approach, meeting people where they are and tailoring support to fit their goals. Nothing motivates me more than helping business owners and leaders focus on what they love—the passion that inspired them to start their company or step into leadership in the first place.

 

My Philosophy

I started my own practice with a simple belief: small businesses deserve financial support that feels personal, practical, and genuinely invested in their success. Every business has a story, and behind each one is a person with a passion—something they’re working hard to build. My role is to provide the financial clarity and guidance that helps them do that with confidence.

I am committed to offering dependable, personable support that meets owners where they are. By taking the stress out of the numbers, I give my clients the space to focus on what they love most about their work. Their wins feel like my wins, and helping them move forward with clarity and purpose is what drives me every day.

Teamwork Hands Together

Practice Areas

Focus Areas
and Expertise

General Accounting

Specialized Accounting

Clear, accurate accounting is essential for any business—whether you’re maintaining your current operations or planning for growth. I provide reliable financial information that helps owners and leaders make informed, strategic decisions.

With strong experience in manufacturing and construction, I provide accounting services tailored to the trades and support that goes beyond general accounting to meet the unique needs of trade‑based businesses.

Payroll

Financial Insights

Payroll services can cover everything from employee onboarding and payroll processing to direct deposit and payroll tax management. Whether you need support with one step or the entire process, I navigate the complexities and deliver service with accuracy and reliability.

Helping owners and leaders make sense of their financial results—and turn them into useful, decision‑ready information—is something I truly enjoy. Managing the full accounting cycle gives me the insight needed to really understand your business and support you effectively.

Credentials

Education and Certifications

University of North Dakota

     Bachelor of Business Administration

 

Colorado State University

     Master of Professional Accounting

Certified Public Accountant (CPA)

     North Dakota - 5660

     Ohio - CPA.59817

QuickBooks ProAdvisor

University of North Dakota

     Bachelor of Business Administration

Colorado State University

     Master of Professional Accounting

Certified Public Accountant

     North Dakota - 5660

     Ohio - CPA.59817

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