A Background In Scientific Data
Before starting Myelin Financial in 2026, I spent twenty-five years working with healthcare cost data, Medicare claims, and drug pricing analyses, where accuracy and clear documentation were non-negotiable.
Focused On Accurate, Legible Records
That earlier work was about taking messy, technical information and turning it into something decision-makers could trust and understand. I apply the same habits to your books, reconciling to bank and card statements and explaining what the reports actually show.
Working Alongside Your Preparer
I am not a CPA and I do not file tax returns. My role is to build and repair the underlying books so your tax preparer can work without surprises, and I coordinate with them as needed during your project.
How This Works
Review The Scope
We begin with a consultation to review your current situation, existing tools, and upcoming deadlines.
Gather And Structure
I collect statement access, gather necessary records, and establish or refine your chart of accounts.
Clean And Reconcile
I enter, categorize, and reconcile every transaction across your bank and credit card accounts.
Deliver And Explain
You receive clean financial statements and a session walking you through what the numbers say about your business.