Meeting Preference: In Person, Video
I can help improve business performance in operations and finance, including understanding financial statements, determining opportunities for operations improvements by reading the financial statements, as well as cash flow management, accounting and budgeting issues, and preparing for loan applications.
As a retired CPA and partner with Deloitte & Touche, LLP (one of the Big Four accounting firms) for over 30 years, I have helped both large and small business in the areas of finance, capital formation, and operations improvement. As the Partner-in-Charge of the audit practice for Nebraska and Iowa area, I am also familiar with development and marketing in the service industry. I provide financial management support and business development to for profit businesses. I served clients in a wide variety of industries with particular expertise in agribusiness, financial institutions, financial instruments and the service industry.
As a SCORE Mentor since 2011, I have helped many clients develop financial projections, analyze operations for improvements and improve accounting information and understanding. I look forward to working with you on any and all of these challenges.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Management & Operations
- Accounting & Tax Services
- Professional Services