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Services

With over 20 years  of industry experience, I've partnered with businesses of all sizes and sectors. 

I utilize holistic, comprehensive approac to business coaching and consulting. Together we will perform an analysis of your business to determine strengths, opportunities, risks, and challenges AND  we will form a plan to address each.

My  focus is in delivering results. You will have more tools and a better understanding of your business along with a stronger sense of direction for the future. You will have an action plan for improvement, an accountability partner, and  sounding board. 

*Please note that I am not accepting new tax clients at this time*.

Fractional CFO Services

Not every business is ready for a full-time CFO. Get the financial expertise you need, without the full-time commitment. Offerings include financial analysis, forecasting, budgeting and cash flow management, accounting review and  oversight, process and  procedure development.

Nonprofit Services

A full host of options await for nonprofit organizations. Whether you need help forming your new nonprofit and     navigating registration and    licenses or you are a seasoned nonprofit that needs assistance, I offer many options, including: grant accounting, budgeting, 990 filing, fractional CFO services, creating SOPs and  risk management. 

Quickbooks

Providing a list of options on Quickbooks support: set up, clean up, revamp, and training for you and  your team. 

Consulting

Specialized consulting is available upon request in areas such as business strategic planning, special accounting project needs, project management for your accounting team, and advising on new business setup and  structure. 

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