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

Challenging Uncertainty »

Recently, I have written about defining the future, being unemployed, and underemployed. Having a good insurance policy on avoiding these difficult challenges would be a good idea. However, buying a policy off the shelf from your insurance agent just isn’t an option. One way to cope with challenging situations emerged from some words of wisdom from [...]

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 [...]

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