Services

In addition to a full range of accounting, tax, and business advisory services I specialize in providing coaching and mentoring to individuals, small businesses, and accountants.

My years of experience as a financial executive, a controller, and a consultant to solve a wide range of problems. Some of the areas of specialization include:

  • Business Analysis
  • Planning and Budgeting
  • Financial Management and Analysis
  • Entrepreneurship and Mentoring
  • Business Formation
  • Retirement Coaching and Planning

I have the ability to deliver services, support, and training both virtually and at your location. The delivery of services are customized to fit each each client. 

The application of virtual consulting means that geographic distance and the cost of travel is not a factor. State of the art virtual conferencing tools are used to facilitate communication and understanding.

Specialized services include the following:

Please contact me today to learn how I can help you grow or start your business.


Blog

Defining the Future »

Everyone has their own perspective and method of doing things. The same is true of organizations. This is known as culture. Another term to describe these beliefs, habits, and traditions is known as paradigms. Paradigms are frequently so deeply rooted and ingrained that they become barriers to a person’s ability to see new ideas and [...]

Unemployed, Now What? »

Your unemployed, so now what do you do? Keep looking for scare jobs or do you launch your own business? Continuing to look for a job that either doesn’t exist or that is being pursued by untold numbers of applicants feels like a hopeless situation. This is the new reality and a dilemma facing millions [...]

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