About Us

Based on years of experience as a controller, a trained consultant, and a practicing CPA, I realized that my knowledge could benefit individuals, smaller and mid-sized businesses as well as other CPAs and consultants. My vision is to create a business advisory and financial management support service using a body of knowledge I call Building Business Value (BBV™). This is based on my training as a CPA working with one of the premier national accounting firms and my own experience from advising privately-owned companies.

I provide education, financial management, accounting, business advice and resources for individuals, business owners, and other CPAs. I am based in Montrose, Colorado serving the western slope and all of Colorado. The services I provide include CFO and Controllership support, financial management, retirement and estate planning.

Providing change management, financial management, and coaching support to business owners and CPAs is a key component of my practice. I utilize a body of knowledge called Building Business Value (BBV™) which provides a foundation of knowledge and tools to facilitate improvement of business processes and help business owners achieve greater profitability and build long-term value. These same principles are also used to build personal value (BPV) and retirement value (BRV) for individuals.

I also provide support in lean accounting and work flow, internal control, and supply chain management.

I was trained by RSM McGladrey to deliver a wide range of consulting services from strategic planning to financial and operational assessments. The training included supply chain management, lean manufacturing, Six Sigma, strategic cost management, and practice management. In addition, I was privileged to work with and learn from some of the top CPAs and consultants in the country. I learned the secrets of developing winning proposals and effective management of engagements. This forms the foundation of support and service provided to clients and other CPAs.