You need more than an accountant who can file your taxes. You deserve better than a financial adviser who helps pick insurance or investments. You want a loyal and proven advocate who is in your corner no matter what life brings your way.
Talk to me about saving time and money by pulling your systems together: financing, compliance, accounting, taxes, payroll, benefits, insurance, employee benefits and more.
I have been honored to serve as an adviser or accountant for hundreds small businesses and nonprofit organizations throughout the U.S. Some are owned by large public corporations and high profile business leaders. Others are first-timers launching a start-up ventures. All are equally exciting and challenging.
I would love to hear what’s going on in your financial and business life; please feel free to schedule a no-obligation introductory conversation.