Coordinated by cherrie


Tired of managing your own books?

Let me take bookkeeping off your plate...
so you can get back to doing what you love.

Services

Bookkeeping

With over a decade of experience managing books for sole proprietors, LLCs, and high-net-worth individuals, I help business owners feel confident and in control of their finances. Whether you’re behind and need a cleanup, or you want reliable monthly tracking and reporting, I offer accurate, efficient bookkeeping with clear communication. My goal is to take the stress out of your numbers so you can focus on what you do best.

Administrative Coordination

Behind every successful project or business is someone who makes sure nothing falls through the cracks. That’s where I come in. I offer high-level administrative coordination that keeps things running smoothly — from inbox and calendar management to event planning, database organization, client communication, and personal assistant support. Whether you need someone to handle the details or streamline your systems, I bring clarity, structure, and calm to your day-to-day.

Meet cherrie

I’ve always had a knack for making things happen — even when others said it couldn’t be done. I started as a receptionist at a 26-person firm and worked my way up to Vice President and Senior Portfolio Manager as the company grew to 350 employees. Later, I co-founded an investment firm that grew to manage $8 billion in assets.

After stepping away to support my adult son through a serious mental illness diagnosis, I returned to work with a new sense of purpose. Today, I offer professional bookkeeping and coordination services, drawing on more than a decade of experience and a deep commitment to doing meaningful work.My goal is simple: to use my skills to help good people — and to fund safe, supportive housing for my son. If you’re looking for someone who’s capable, trustworthy, and driven by something bigger, I’d be honored to work with you.

Contact me

I bring more than bookkeeping skills—I bring heart, experience, and a steady hand. If you’re ready for less stress and better books, schedule a free consultation and let’s talk.

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[email protected]
619-977-9065

Prairie Farm, Wisconsin (May - Oct) | Pompano Beach, Florida (Nov - Apr)