I am an experienced business advisor and CPA that you can trust to help grow your business and create success.

My focus is helping small businesses to succeed and increase profitability. I have expertise in working with cannabis businesses to navigate IRS code Section 280E and minimize taxes. My cannabis clients include dispensaries, extractors, and growers.

Special skill areas where I help small businesses succeed include:

  • Operations

  • Strategic and business planning

  • Business process improvement

  • Inventory management

  • Change management, and

  • Family-owned businesses

My coaching and business advisory approach 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 training 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.