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.

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, and now recognized as a QBO Cleanup Specialist, 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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What clients are saying

“Lucy is extremely knowledgeable with QuickBooks. She is so professional and pleasant to work with.”

—Diane Salinas, Worthey Aquatics

“Everything Lucy does exceeds expectations, so I’m not surprised at all that she completed the Akadian Cleanup Specialist Certification. She deserves all the congratulations!”
—Corry Jankowski, Quickbooks Cleanup Expert