I help businesses create and implement Strategies for Success to increase their profitability. In addition to providing traditional CPA services (accounting and taxes), I offer a full range of business advisory and consulting service plus financial management support (CFO and Controllership).

Support is available through virtual meeting technology on a real-time basis whenever you need assistance and wherever you are located. Utilize me and my experience to give your business a competitive advantage.

Special skill areas where I help businesses succeed includes:

  • Strategic and business planning

  • Tax planning, preparation, and IRS representation

  • Inventory management and cost accounting

  • Change management

  • Family owned businesses

  • Cannabis operations and taxation (IRS code Section 280E).

My coaching and business advisory support utilizes a step by step process to help you achieve your goals. Here is a guide explaining these services.

I have created business and financial learning programs in addition to the Boot Camp for Small Business to provide small businesses with the skills needed to achieve business growth and increase profitability. These programs were developed from my books, teaching other CPAs, and as a professor for Villanova University where I taught accounting and MBA courses.

My Resource Guides provide the key information needed to manage your financial and accounting functions.  

My blog and Coaches Corner podcast contain lots of business ideas to help you solve problems and make better decisions.