About
My Process
I start with a discussion of your business goals and a review of your financial statements. Reliable and timely financial reporting is the foundation for making quality business decisions. Next, we will financialize your business aspirations to create a roadmap. As a trusted financial advisor, you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Service Offering
- Optimization of accounting, bookkeeping and insightful financial reporting for your business - harnessing your business data
- Valuation of business assets & evaluation of capital expenditures
- Establishing discipline around financial planning, analysis and performance management of your business
- Tax filing support for federal, state and local tax jurisdictions
- Fractional CFO
About Me
I am a 30-year veteran of the corporate world serving private and public companies in roles ranging from Financial Analyst to CFO. My credentials include an MBA, CPA and the Chartered Financial Analyst (CFA) designation along with experience across a range of industries including Investment Management, Software/Business Intelligence, Oil and Gas, and Health Care. As an entrepreneur myself I would love the opportunity to support you as a trusted financial advisor.