How I can help you
As a CPA and former CFO I have extensive experience with the financial and operational aspects of businesses (i.e. accounting, bookkeeping, cash flow, banking, insurance, projections and strategy, sales and purchases of businesses, business plans, HR, 401K & 403b plans, health insurance & other employee benefits, etc.). I enjoy helping clients understand what stories their financials tell and working with them to see how their business (or future business!) can become more profitable.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Funding/Loans
- Management & Operations
- Strategy Development
Industry Experience
- Accounting & Tax Services
- Education
