About Us

You didn’t start your business to stress over bookkeeping. That’s where I come in.

After 15 years as an equity analyst and partner at a wealth management firm, I’ve mastered the art of turning complex numbers into clear insights. Now, I bring that expertise to bookkeeping, helping Service-Based business owners take control and gain clarity of the numbers that drive their business.

What sets me apart? I don’t just record transactions, I uncover the strategic opportunities hidden in your numbers. Your monthly reports won’t just tell you where your money went; they’ll help you spot trends, identify growth opportunities, and make confident decisions about your business’s future.

I believe solid bookkeeping should feel like having a trusted financial partner, not just a number-cruncher. That’s why I specialize in working with service-based businesses (wealth managers, marketing agencies, consultants, and other professionals) who want more than just clean books. You deserve financial clarity that empowers you, not just compliance that checks a box.

At Becker & Ledger, I make bookkeeping simple, accurate, and stress-free, so you can focus on growing your business.

And when I’m not working, you’ll probably find me skiing, golfing, reading, or studying financial markets.

Let’s turn your financial data into your business’s greatest asset. You focus on growth—I’ll handle the numbers that fuel it.

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