How I can help you

Here are some of the ways I can help you with your business:

  • Help you determine if your business proposal is financially viable.
  • Help you to understand how to project business revenues and expenses.
  • Provide guidance on how to set up a basic accounting system.
  • Help you understand how to prepare financial statements for banks or other lending institutitons.
  • Help you prepare a business plan.
  • Help you identify options for financing a business.
  • Help you project capital investment and other cash flow needs.
  • Help you create measures for business success.
  • Help you understand how to set up and maintain basic business operations.
  • I have extensive accounting, finance, and business strategy experience, and am happy to work with others in helping them achieve success in starting and building a small business.


Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations

Industry Experience
  • Banking, Financial Services and Insurance
  • Educational Services
  • Manufacturing & Mining
  • Consulting, Research and Business Services
  • Retail and Wholesale Trade
  • Health Care and Life Services


Doctor of Philosophy in Business Administration (Accounting), Drexel University, Philadelphia, PA, June 2008

Masters of Business Administration , Columbia University, New York, NY, May 1999

Bachelor of Science in Business Administration (Accounting), California State Polytechnic University, Pomona, August 1987



Communication Methods

  • In Person