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Meeting Preference: Email, In Person, Phone, Video
Languages: English
As a CPA and former CFO I have extensive experience with the financial and operational aspects of businesses (i.e. accounting, bookkeeping, cash flow, banking, insurance, projections and strategy, sales and purchases of businesses, business plans, HR, 401K & 403b plans, health insurance & other employee benefits, etc.). I enjoy helping clients understand what stories their financials tell and working with them to see how their business (or future business!) can become more profitable.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Funding/Loans
- Management & Operations
- Strategy Development
Industry Experience
- Accounting & Tax Services
- Education
Accounting & Finance, Business Plan, Business Structure, Contracts, Cybersecurity, Ecommerce, ...
Accounting & Finance, Bookkeeping, Budgeting, Business Plan, Financial Literacy, Funding/Loans, ...
Accounting & Finance, Business Plan, Cash Flow, Contracts, Financial Literacy, Funding/Loans, ...
