How I can help you

As a CPA with several years of experience, I can help owners understand what their financials mean, and how to use them to make decisions. I can help identify ways to produce the financial statements more timely, and presented in a way that is more meaningful to the users. I have worked with my clients on developing scenarios and financial models that can help make educated decisions. I have experience creating budgets, and reporting around actual performance compared to an established budget. I can assist with preparing projections as it relates to financial performance and cash flow. I can also help point to resources to help with compliance issues, as it relates to taxes.

Areas of Expertise

  • Accounting & Finance
  • Business Plan
  • Management & Operations

Industry Experience

  • Agriculture
  • Manufacturing
  • Professional Services
  • Real Estate
  • Retail

Communication Methods

  • In Person
  • Phone