Concerned about your business or organization’s financial future?

Are your financial concerns keeping you up at night? Are you financial statements and reports understandable and useful for making critical decisions? Do you have the right team around you to provide expertise around your financial health and forecast? Have gaps on the team and need short-term support or mentoring for existing staff?

You are not alone! There are many knowledgeable and highly skilled business owners and executives that are experts at their craft but struggle with managing the financial needs of their organization.

A talented CPA will help you solve these issues.

Long gone are the days when you can only rely on your accountant to keep your books clean and your taxes filed on time.

A talented accountant will work in partnership with you all year round to help you achieve your business or organization goals and resolve any financial difficulties. Talented CPAs have been trained on how to successfully deal with financial challenges. If you are not getting this support today, you might want to consider a change.

I can turn your financial nightmares into sweet dreams.

I am a CPA with 20 years of professional experience in finance, business operations and strategy. I have solved many different complex problems working for large organizations as well as supporting small business owners that are friends and family.

I can help you through 3 simple steps:

  1. We will meet to have an initial consultation where I can learn about your business or organization.

  2. I will perform a complimentary financial health diagnosis and a prepare a proposed action plan.

  3. I become your trusted advisor to help you understand your numbers and grow your business