How I can help you

My chapter nickname is Balance Sheet Bob. If you want to understand your business financial health, I am your man. I create simple Excel spreadsheets for our clients so that they can monitor their business. If you have been putting those reports from your accountant or bookkepper in the drawer, I can help you feel comfortable enough to take them out and use them!

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Human Resources
  • Marketing, Public Relations & Sales
  • Operations

Industry Experience

  • Finance & Insurance


Communication Methods

  • Video