How I can help you

My background includes a large international public accounting firm (as a CPA), a large insurance carrier, and medium and small sized investment firms ( as a CFA). I was involved in the startup of two small investment partnerships, handling start-up, legal, investment and other CFO responsibilities. With a business and taxation education, I understand the language of business, the issues involved with both start-up and existing businesses, and the importance of cash flow management, profit margins and expense control. I would be happy to help you get your arms around the numbers in your business so you can spend most of your time and effort where it counts.

Areas of Expertise

  • Accounting & Finance
  • Business Plan
  • Funding/Loans
  • Management & Operations
  • Strategy Development
  • Tax Planning

Industry Experience

  • Accounting & Tax Services
  • Real Estate

Rick Sayles

Communication Methods

  • Email
  • In Person
  • Phone
  • Video