Sally S.

About Sally S.

My ideal customers are small to mid-sized business owners, self-employed professionals, and entrepreneurs who value accurate financial records, proactive tax planning, and strategic guidance to grow their businesses. They typically: Run service-based businesses such as consulting, coaching, healthcare, legal, or creative services. Have annual revenues between and $5 million, and are looking to scale or improve profitability. Understand the importance of financial clarity and are ready to invest in expert support to reduce stress and make confident decisions. Are proactive and open to advice, looking not just for compliance (bookkeeping and tax filing) but for guidance that helps them save money, streamline operations, and plan for the future. Prefer long-term relationships with a trusted advisor rather than one-off transactions. They’re seeking a partner who communicates clearly, meets deadlines, and truly understands their business goals.I started my business during COVID, at a time when I was unemployed and facing a lot of uncertainty—just like so many others. With everything shifting so quickly, I knew I needed to pivot and find a way to work from home. But more than that, I wanted to use my skills to truly help people.I saw how many small business owners were overwhelmed—juggling new challenges, trying to stay afloat, and struggling to keep their finances in order. That’s when it clicked: I could support them by offering reliable, clear, and accessible bookkeeping, tax, and advisory services. I wanted to be more than just a numbers person—I wanted to be a partner they could count on.What started as a necessity quickly grew into a purpose. Today, I help entrepreneurs gain control of their finances, reduce stress, and make smarter decisions to grow their businesses—even in uncertain times.

Experience

1. Quickbooks Live Bookkeeping Team Lead

   Intuit

   Oct 2020 — Present

Education

• San Marcos High School

  High School Diploma, Accounting and Business/Management

  1998 — 2001

• Texas State University

  Accounting/Business Management/Finance

  2001 — 2003

• University of Houston-Victoria

  Bachelors of Business Administration, Accounting, Business Management, Finance

  2003 — 2007

• University of Houston-Victoria

  Masters of Business Administration, Accounting, Business Management, Finance

  2006 — 2007