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bookkeeping for small businessses and healthcare professionals

Clear path financial services

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What We do

QuickBooks Services We Offer

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Essential Monthly Bookkeeping Starting at $300/month

This is a good fit if you want clean books without having to worry about it, allowing you to focus on your business.

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Bookkeeping + Payroll Support Starting at $500/month

This is a good fit if your business is growing, payroll is ongoing, and you want visibility without managing the details yourself.

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Add-On & One Time Services

Good fit if your business needs help with QuickBooks Set-up, Clean-up, and/or Catch-up services.

Why clients choose ME

30+ Years Bookkeeping, Business, & Healthcare

Extensive healthcare and business experience supporting professionals and small businesses.

Personalized Service

I intentionally limit my practice to ensure reliable, secure, and thoughtful service.

Secure Systems

Secure portals including HIPPA compliance.
Financial information is never outsourced or transmitted to overseas providers.
All services are performed by me personally.

Clear Financial Organization

Clean, organized books that help you understand your numbers and make confident decisions.
I handle the details so you can focus on running and growing your business.

About Me

Four Generations of Bookkeeping | Built by a Business Owner | Guided by Service | RN Led Approach

I am a small-business financial operations professional and founder who helps small business and healthcare entrepreneurs bring clarity, structure, and peace of mind to their numbers through reliable bookkeeping services.

My path into bookkeeping wasn’t a career pivot — it’s a legacy. I grew up inside a family business founded in 1952, watching my grandmother balance handwritten ledgers long before accounting software existed. The responsibility passed from my grandmother to my mother, then to me — and today my daughter continues the bookkeeping and payroll services as an Income Tax Expert. That multi-generational experience shaped my belief that organized finances create stability, freedom, and long-term success for small businesses.

For more than two decades, I have managed real-world bookkeeping, payroll, and operational systems within a family-run company, overseeing financial organization, workflows, and business infrastructure. In 2021, I founded BK Home Infusions, LLC from the ground up — designing the financial processes, administrative systems, and operational structure needed to launch and sustain a specialty infusion nurse staffing business. Building a company myself gave me deep respect for the behind-the-scenes work business owners carry every day.

Also in my career, I spent 30+ years as a registered nurse across multiple specialties. That experience shaped my leadership style: calm under pressure, detail-driven, and deeply committed to helping people feel supported — qualities I now bring into financial services and client partnerships.

Through Clear Path Financial Services, I work with small businesses — especially service-based and healthcare entrepreneurs — who want more than basic bookkeeping. They want a steady partner who understands both the numbers and the human side of running a business.

My work centers on:

• Reliable bookkeeping and financial organization

• Payroll services and operational workflow support

• Practical systems that simplify decision-making

Because when business owners have clear numbers, they can move forward with confidence.

Reliable Books. Financial Clarity. Peace of Mind.

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who i work best with

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Who I Work Best With:

Small business owners who value organized financial systems and reliable bookkeeping support.

My Ideal Clients:

Are service-based businesses or healthcare entrepreneurs
Use or are open to QuickBooks Online
Want clean, organized books and clear financial reporting
Want a long-term bookkeeping partner
Appreciate secure, professional systems

Need Another Good Reason to Work With Me?

I intentionally limit the number of clients I work with, therefore each client receives attentive, reliable service.
Many of my clients are referred by accountants and tax professionals, who appreciate my organized financial services.

Not Sure?

Still not sure if it's a good fit for your business? Schedule a consultation, and we can discuss your needs.

business | support

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Clear Path Financial Services works with small businesses across the United States, with a special focus on service-based businesses and healthcare professionals.

I frequently work with:

• Healthcare professionals and nurse-owned businesses

• Service-based small businesses

• Solo entrepreneurs and growing teams

• Businesses using or transitioning to QuickBooks Online

Remote support:

Our financial services are provided remotely, enabling clients across the U.S. to access dependable bookkeeping and payroll services.

Clear path financial services

Our Experience