Specialties include accounting, tax, finance, construction, real estate, payroll, and business planning support, particularly in the states of Connecticut and New York.

I bring over 30 years of accounting, tax, and finance experience across construction, telecommunications, technology, manufacturing, and real estate. I help small business owners understand their numbers, stay compliant, and make confident financial decisions.

What I Offer

Accounting Guidance: I help you understand general ledger activity, billing, accounts receivable, fixed assets, payroll, and monthly close processes so you can manage your books with clarity.

Tax and Compliance Support: I can assist with sales and use tax, property tax, licensing, and ESOP reporting requirements for businesses. I also help with tax planning basics and recordkeeping for small business owners.

Cash Flow and Financial Analysis: I can guide you through cash management, forecasting, job cost reviews, and gross profit analysis—especially helpful for construction, real estate, and service businesses within the tri-state area.

Business Operations Help: I assist with payroll setup, time and expense processes, and software transitions including QuickBooks, Sage300, and other accounting systems.

Construction and Real Estate Insights: With deep experience in construction accounting, capital reporting, and property management financials, I support clients needing help with job costing, budgeting, and financial reporting.
(Relevant Keyword Phrases used: construction, real estate, accounting, finance, tax, quickbooks, manufacturing, property management, technology.)

A Bit About Me

My career includes senior accounting roles in construction, financial analysis roles at IBM, and asset management and tax roles in telecommunications and real estate organizations. I have managed financial reporting, large capital budgets, payroll teams, system conversions, and compliance projects. I enjoy helping clients understand financial information in simple terms so they can run their businesses with confidence.

I can mentor in English or Spanish.

Let's Connect

If you want clear, practical guidance to improve your financial operations and support your small business goals, I’m here to help.