Meeting Preference: Phone, Video
Over 25 years of experience in managing projects, systems, and business processes for private companies and government agencies. Very good at organizing, planning and developing strategies for all types of organizations including strategic plans for nonprofits. Extremely analytical and able to provide insights and direction for startups in areas such as product development, marketing, and financial planning. I can directly assist someone with a business plan or financial plan for a startup or existing business. I can also help develop a compelling value proposition with tag lines for clear messaging. I can help direct an overall roll-out plan with milestones for new businesses as well as identify critical enablers for success.
Educational background includes three professional certifications: Certified Public Accountant, Certified Management Accountant, and Certified in Financial Management. Executive Education includes the Wharton Business School and J. L. Kellogg Graduate School of Management.
You can schedule an appointment directly with me from my online scheduling page:
Areas of Expertise
- Accounting & Finance
- Business Plan
- Management & Operations
- Accounting & Tax Services
- Professional Services