Translate
Meeting Preference: Email, In Person, Phone, Video
Languages: English
I worked as a CPA and financial advisor in one of the top CPA firms in the nation (Wipfli LLP). My clients were primarily privately owned and family businesses. I provided accounting, tax, business structuring, and profit improvement strategies. I also led our firms Merger and Acquisition practice. I enjoy working with entrepreneurs as they start, grow and sustain their businesses and achieve their goals.
Areas of Expertise
- Accounting & Finance
- Bookkeeping
- Budgeting
- Business Plan
- Business Structure
- Cash Flow
- Financial Literacy
- Management & Operations
- Tax Planning
Industry Experience
- Accounting & Tax Services
- Business Consulting & Coaching
