Hi, I’m Anne Santos. I help business owners grow their businesses by being accurate, reliable, organized, and a trusted financial partner who helps keep their financial operations running smoothly behind the scenes.

I am a Certified QuickBooks ProAdvisor and CTEC Registered Tax Preparer (CRTP) with over 15 years of bookkeeping and accounting experience. As a former Staff Accountant in a CPA firm, I developed expertise in bookkeeping, financial analysis, and bookkeeping clean-up projects. I have worked with businesses in a variety of industries, including restaurants, auto repair, construction, retail and wholesale, law firms, caregiving agencies, dental practices, and other service-based businesses.

My primary focus today is providing professional bookkeeping, accounting, and business management support tailored to the needs of each business. I help business owners maintain accurate and organized financial records, understand their financial position, and make informed business decisions.

My background also includes preparing business and individual tax returns while working with accounting firms. As a CTEC Registered Tax Preparer, I have a strong understanding of the relationship between accurate bookkeeping and tax preparation. This allows me to maintain financial records with tax considerations in mind and work effectively with business owners and their tax professionals.

I take pride in supporting business owners by:

• Keeping financial records accurate and up to date

• Ensuring bills are paid and payments are collected on time

• Reconciling accounts so you always know where your money stands

• Preparing clear financial reports that make decision-making easier

• Cleaning up messy books to restore order and confidence

• Managing payroll and related compliance tasks

• Supporting tax preparation by maintaining accurate and organized financial records

• Offering financial insights to help businesses operate and grow more effectively

My goal is simple: to give you peace of mind and the freedom to focus on running and growing your business, knowing that your finances are in trusted hands.