We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.
Meeting Preference: Email, In Person, Phone, Video
Languages: English
Helps clients understand financial aspects of their business, including cash flow planning and raising money. Has worked with many clients to prepare business plans that resulted in successful loan applications, including SBA backed loans.
Areas of Expertise
- Accounting & Finance
- Budgeting
- Business Plan
- Cash Flow
- Financial Literacy
- Funding/Loans
- Management & Operations
- Pricing
- Strategy Development
- Tax Planning
Industry Experience
- Accounting & Tax Services
- Manufacturing
- Nonprofit
- Professional Services