The Happy Accountant


“You are not the typical accountant,” is what my new client said after our first meeting. At first, I was taken aback a bit, but then I realized she meant it as a compliment and also that she was absolutely right.


-I work every day on my Happy Plan, and if you’d like to develop your own Happy Plan, you’ve come to the right place.

-If you struggle with how to track and then improve the numbers in your life, you’ve come to the right place.

-If you would like to learn habits to improve where your money and time are being spent, you’ve come to the right place.

-If you’d like to control the mind clutter that interferes with you getting better each day, you’ve come to the right place.


-I am an accountant, a coach, and a counselor, and I thrive on helping businesses and people to become BETTER each day.

-I work with businesses using Quickbooks. I work with individuals using Quicken. It’s ironic that both begin with Quick, but the best way to learn anything is to learn habits SLOWLY. I help you to create good habits that become automatic and natural.

-It’s called The Learning Club because the best ingredient in your Happy Plan recipe is to make a habit out of learning something new every day. If you’d like to find out what this Happy Plan is all about, please become a member of my email system with the link to the right.



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