About Us

My experience as a controller, a  consultant, and a practicing CPA provides a foundation to advise and coach individuals, entrepreneurs, mid-sized businesses. My vision is to create a  coaching support system concepts called Building Business Value (BBV™).

I provide education, financial management, accounting, business coaching 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, and retirement and estate planning.

I am an adjunct professor for Villanova University though Bisk Education and currently teach accounting and finance for non-financial managers and an MBA refresher course for professionals seeking to become certified in contract management. I am also on the Supply Chain Management faculty of the University of San Francisco.

Providing change management, financial management, and coaching support to business owners and CPAs is a key component of my practice.  Building Business Value (BBV™) 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. One of my areas of expertise is in lean accounting and work flow, internal control, and supply chain management.

I was trained by RSM McGladrey on how to effectively deliver a wide range of consulting services from strategic planning to financial and operational assessments. My specialized expertise includes supply chain management, lean manufacturing, Six Sigma, strategic cost management, and practice management.