Services

I provide assistance with business coaching, financial management advice, and CFO support. I also offer retirement planning and coaching. Utilization of cloud technology enables me to collaborate with and assist businesses and people regardless of where they are located.

Business Coach

Having an experienced business expert available produces better decisions, achieves 30% greater business growth, and increased profitability. A free operational and business assessment allows me to pinpoint issues and problems to provide the foundation for a coaching program.

Business Coaching is a service that requires a commitment to regular ongoing support. Here is what a business coach does and why you need one.

 

Virtual CFO (Accounting and Financial Management)

Cloud technology allows small businesses to have a CFO on their team for a fraction of the cost of a full-time financial manager.

A virtual CFO is feasible and affordable. You can receive an assessment and analysis of your financial data in real time and start making better decisions.

Retirement Planning

This is a coaching program for retirees to guide you through various retirement strategies. I will also assist you with budgeting for retirement, financial planning, and making life style decisions.