Josh transitioned from graduate to business owner by launching his freelance bookkeeping service, helping local businesses stay organised and tax-ready. His first clients were referrals from friends and former classmates, leading to steady growth. Josh takes pride in building trust through transparency and consistency. He continues to expand his services as client needs evolve.
Through consistent use and ongoing learning, Josh has developed strong expertise in QuickBooks and PeachTree, ensuring his clients’ records are accurate and audit-ready. He also helps clients navigate software setup and data migration. This technical knowledge saves businesses hours each month. Josh stays current with new features and updates in both platforms.
Josh has a strong passion for analyzing markets and crafting investment strategies aligned with long-term goals. His regular consumption of financial news and publications not only sharpens his market knowledge but also enhances the financial planning insights he shares with clients.
Whether it's a game of tennis, a scenic hike, or a round of golf, Josh embraces an active lifestyle outside of work. These outdoor pursuits help him stay centered, energized, and ready to take on the week with clarity and drive.
A dedicated DIY enthusiast, Josh finds joy in tackling home projects—from minor fixes to creative upgrades. These hands-on activities provide a welcome screen-free break, foster problem-solving skills, and give him a deep sense of achievement.
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