
We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.
Meeting Preference: Email, Video
Languages: English
Expertise includes accounting startups, financial modeling, business plans and financial/operational business metric development within Business-to-Business and Business-to-Consumer environments.
How I Can Help You:
I provide guidance on accounting startups, budget/financial modeling, and business planning to help entrepreneurs create and build a strong financial foundation. My expertise extends to direct mail, order fulfillment, and service businesses, ensuring efficient operations and strategic growth. I also assist businesses in developing key performance metrics to track and enhance profitability.
What I Offer:
• Accounting & Financial Strategy: Support for accounting startups, financial forecasting, and business
plan development.
• Operational Efficiency: Expertise in order fulfillment, direct mail campaigns, and distribution strategies.
• Business Metrics & Performance: Assistance in identifying and implementing key performance indicators
for business success.
A Bit About Me:
With a background in accounting, finance, and general management, I have extensive experience in the printing, direct mail, and private aviation industries. My education includes an MBA in Finance and a BS in Accounting. I am passionate about helping businesses streamline their operations, improve financial health, and achieve long-term success.
Let’s work together to strengthen your business strategy and financial outlook.
Areas of Expertise
- Accounting & Finance
- Bookkeeping
- Budgeting
- Business Plan
- Business Structure
- Cash Flow
- Financial Literacy
- Funding/Loans
- Management & Operations
Industry Experience
- Accounting & Tax Services
- Business Consulting & Coaching
- Distribution & Transportation of Goods
- Manufacturing
- Professional Services
- Rental & Leasing
- Warehousing


