About Us

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Chantal is a Certified Public Accountant and Certified Financial Planner specializing in individual and small business taxation, planning, and bookkeeping services. Her practice serves clients who value a thoughtful, personalized approach to their finances.

As an Advanced QuickBooks ProAdvisor, Chantal helps clients implement, streamline, and troubleshoot their accounting systems. She's known for patient, hands-on guidance that builds confidence and independence. She also teaches QuickBooks at her local community college, combining her love of education with practical business skills.

Technology allows Chantal to serve clients nationwide while staying rooted in what matters most to her: helping good people do good work. When she's not working, you'll find her paddle boarding, spending time with animals, or exploring natural health and wellness.

Outside of numbers, Chantal is passionate about animals, nature, and holistic health — and she loves when her work connects her with clients who share those values.

Education

• Bachelor of Science in Business Administration, Agricultural Finance & International Business — Arizona State University, 2002 (Summa Cum Laude)
• Accounting Certificate — UCLA Extension

Credentials

• Certified Public Accountant (CPA)
• Certified Financial Planner (CFP)
• Advanced QuickBooks ProAdvisor (Desktop & Online)
• Health and Life Insurance Producer