Lucy’s mission is to relieve clients’ fiscal stress so they can focus on what they do best while she handles the financial details that ensure their company thrives. As a dedicated accounting
professional, Lucy primarily partners with professional service businesses, with a special focus on the financial needs of dental practices.

Blogs and Press:

“Unlocking Dental Revenue: Mastering the maze of claims, reimbursements, and insurance hurdles” Dental Economics, October 2024

6 Innovative Accounting Solutions for Dental Practices

Lucy believes in a hands-on, personalized approach, ensuring every client receives the attention and tailored solutions they deserve. By understanding the unique needs of the business, Lucy transforms financial data into a powerful tool for growth and success.

As a certified Xero and Quickbooks Online Advisor, Lucy’s services include financial cleanups, detailed accounting and analysis, as well as budgets, forecasting, and business advisory solutions. Formerly the accountant for two family-owned businesses, she understands the challenges that small businesses face.

Lucy also holds the position of Treasurer for the Christian Chamber of Texas-San Antonio, underscoring her commitment to community and ethical business practices. Beyond her love of accounting, Lucy enjoys playing the violin, knitting for cancer charities, solving whodunnits, and hanging out with family.

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