Business Strategy
In 2015, I founded Zen Consulting, LLC to help purpose-driven businesses strengthen their financial systems and leadership capacity.
Today I work with organizations across the U.S., Latin America, and the U.K., providing services such as:
-
Fractional CFO support
-
Financial strategy and reporting
-
Tax preparation and planning
-
Executive coaching and financial literacy
My goal is always the same: to help leaders gain clarity, confidence, and control over their organization’s financial future.
I offer various service packages or consulting at an hourly rate. Contact me to see how we can work together.
Financial Leadership
I help organizations move beyond basic accounting to build clear financial strategy and strong decision-making systems. My work includes developing financial dashboards, improving internal controls, strengthening reporting, and providing proactive tax planning.
Strategic Consulting
Every organization reaches moments where financial complexity grows faster than internal capacity.
I work with leaders to analyze financial systems, identify risks and opportunities, and develop practical strategies for growth and sustainability.
Consulting engagements may include:
• business growth and financial strategy
• accounting system design or cleanup
• project management for accounting teams
• financial process improvement
• support with new business setup and structure
My role is to serve as a trusted advisor and strategic thought partner, helping you make informed financial decisions with confidence.
Tax Strategy and Compliance
As an Enrolled Agent, I provide tax preparation and proactive tax planning for individuals, businesses, and nonprofit organizations.
Services include:
• Individual tax returns
• Corporate and S-Corp tax returns
• Nonprofit Form 990 preparation
• Tax planning and strategy
• IRS compliance and filings
My approach focuses not just on filing returns, but on helping clients understand how tax decisions impact their broader financial strategy.