About Sunrise Finance & Consulting — My Mission & Tools for Your Financial Clarity
🧑💼About Me
Hi, I’m the founder of Sunrise Finance & Consulting, and I bring over 15 years of experience in corporate accounting and finance to the individuals and small businesses I serve.
For more than a decade, I’ve been helping individuals navigate the complexities of tax preparation and filing with clarity, care, and accuracy. Over the past 7+ years, I’ve also partnered with small business owners to provide full-service accounting solutions — including payroll, tax planning and filing, sales and use tax compliance, and strategic financial consulting.
I understand that managing your finances — whether personal or business — can be overwhelming. That’s why I take a straightforward, honest, and supportive approach to every client relationship. My goal is to provide not just technical expertise, but peace of mind.
I hold a Bachelor’s degree in Accounting from St. Cloud State University and am based in Orono, Minnesota. Whether you're an individual looking for reliable tax help or a business owner needing a dependable financial partner, I'm here to help you move forward with confidence.
🌅My Vision & Mission
Sunrise Finance & Consulting offers tailored financial consulting services to individuals and small businesses, ensuring clarity and confidence in all financial matters. With over 15 years of expertise, I provide dependable assistance in tax preparation, monthly or quarterly accounting, payroll management, and strategic planning. My mission is to empower clients with actionable insights and peace of mind, making financial management straightforward and effective. Choose Sunrise Finance & Consulting for professional, trustworthy guidance that helps you achieve your goals.
Vision
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To empower every client—individuals and small‑business owners alike—with lasting financial clarity and confidence, creating a community where informed decisions lead to sustainable growth and peace of mind.
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Mission
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At Sunrise Finance & Consulting, I bring light to your financial path through clear insight, dependable expertise, and straightforward guidance—delivering honest advice, accurate reporting, and reliable support so you can focus on what matters most.
💻 Tools for Financial Clarity
At Sunrise Finance & Consulting, I rely on trusted, modern tools to deliver accurate, efficient, and secure financial services. Here’s how I make it happen:
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QuickBooks Online
Streamlined small business accounting with real-time tracking, reporting, and reconciliation.
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Microsoft Suite
Microsoft Excel for powerful financial analysis tailored to your unique needs, built with precision and flexibility.
Microsoft Teams for all virtual meetings and consultations — no downloads required, just click the link and join from your browser.
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PDF Reports
Clean, professional reporting for tax filings, financial statements, and strategy presentations.
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Google Drive
Secure file sharing that makes collaboration easy while keeping your data private and protected.​