How I can help you

I have a solid background in a wide range of financial work - analysis, reporting (balance sheet, income statement, cash flow), bugeting, borrowing and investing. In addition, I was product manager for a retail savings product responsible for marketing (adding new clients), writing quarterly newsletters, and customer service. I have worked for large for-profit corporations; and for small local not-for-profits - a public charter school, special taxing district (home owners association), and community youth organizations - as board member, treasurer and secretary. While my background is finance, I work well accoutants, bookkeepers, auditors, lawyers, bankers and IT types.

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Non-Profit
  • Operations

Industry Experience

  • Finance & Insurance
  • Professional, Scientific, & Technical Services

Communication Methods

  • Phone