In navigating the complex landscape of state and local taxation, my background as a retired
SALT Partner from KPMG equips me with unique insights beneficial for small businesses and
entrepreneurs. My journey has spanned leading consulting practices in various regions of the
country, crafting strategies tailored to the nuanced requirements of sectors including
manufacturing, healthcare, retail, and telecommunications.
What I Offer:
 Business Plan Development: I guide you through the intricacies of writing robust
business plans and executing them with precision, ensuring your venture starts on solid
footing and remains on track.
 Talent Acquisition: Leveraging my experience in recruiting at various levels, I can help
you build a formidable team, from entry-level staff to seasoned professionals.
 Marketing Strategy Creation: Drawing from my history of crafting successful marketing
approaches, I offer insights to effectively promote your business and enhance its market
presence.
 Contract Negotiation and Management: My expertise extends to drafting and
negotiating contracts, ensuring they align with your business' interests and legal
requirements.
 Project Management: I provide structured project management guidance, helping you
navigate complex initiatives with clarity and confidence.
 Financial Oversight: From managing financial statements to navigating taxation
intricacies, I help ensure your financial management practices drive growth and
compliance.
A Bit About Me:
Having spearheaded consulting practices at a Big-4 Accounting Firm across various regions, I
have developed a comprehensive understanding of different business environments and
challenges. My experience has allowed me to mentor professionals effectively and grow
practices in diverse settings. I'm a SCORE Certified Mentor, dedicated to empowering small
business entrepreneurs through every stage of their journey – from ideation to expansion.
Let's Connect:
If you are seeking guidance in starting or expanding your business with a focus on solid financial
and strategic foundations, I'm here to support. Whether developing a comprehensive
business plan, refining your marketing strategy, or navigating the complexities of state and local
taxation, I look forward to aiding in your success.