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 coaching and advisory support 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

Coaches Can Help »

Business and life can be a lonely journey. How often have you thought how nice it would be to have someone to give you advice and support in making tough decisions and keeping your business on the right path? I have given this topic a lot of thought lately. This blog has provided lots of [...]

The Self-Employment Option »

When you can’t find a job, self-employment becomes an option. The big question is what kind of a business should you start? There are lots of choices so you need to really do your homework. One of the big factors is to find something that you truly have a passion for rather than chasing money. [...]


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