About Medbook

We find that as businesses grow, their financial management process lags behind. The tools and workarounds you used before are now bottlenecks. The lack of financial data access and visibility threatens your profit and overall business vitality. The cost to add staff bloats overhead costs unnecessarily. And frankly, you got into this business to run a profitable business. Maybe even to build something special. A legacy that you can leave behind. Spending days in the finance department weeds was never part of the plan.

Our goal is simple. We help business owners thrive and succeed. Behind you is a team of experts that truly believe that your business deserves solutions designed with empathy, kindness and collaboration.

We also believe it’s time you had a complete financial management solution built for modern times. One that includes affordable access to outsourced managed accounting, cloud-based technology that delivers actionable business intelligence, and advisory services.

Ready to step into the future of financial management for your business? It’s already here. And just a friendly, no-pressure conversation away.

About Me

How can you make smart, real-time business decisions when you don’t have access to key resources and accurate real-time business intelligence? Do you drive your vehicle by always looking in the rear-view mirror? If so, how do you know when to stop or make a turn in the road.

• Born entrepreneur
• Served as Director of Finance for a large multi-location PT practice
• Expert in virtual accounting and financial management
• Business advisory consultant
• Mother of three amazing kids
• Avid golfer and football fan