I help businesses create and implement Strategies for Success to Increase Profitability. My clients receive individual attention as if I were a member of their management team.

In addition to traditional CPA services (accounting and taxes), I offer a full range of business leadership and consulting services plus financial management in the form of outsourced CFO and Controllership support.

We utilize virtual meeting technology whenever you need assistance and wherever you are located. Utilize me, my experience and knowledge to give your business a competitive advantage.

Special skill areas where I help businesses succeed include:

  • Cannabis operations

  • Strategic and business planning

  • Tax planning, preparation, and IRS representation

  • Inventory management and cost accounting 

My CFO and business support services utilize a step by step process to help you achieve your goals. 

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