As a small business owner myself, I understand the challenges that arise and the value of having a strong and diverse support team in place to achieve my goals. I would love to be a part of your support team helping you to close the gap between setting your goals and achieving them.
As a CPA, Consultant and Estate Planner, I collaborate with you closely to share in your vision, and plot a clear path to help you grow your business as if it were my own. I advocate for you to give you support and a voice when you need it. And I believe in educating you to understand your options as well as the processes and plans we put into place, so that you’re empowered to make better decisions and are more self-sufficient. But when you need me, I’ll be there for you both now and well into the future! I believe in open and full communication where no question is too insignificant or too unrelated to be asked or discussed. With a “can-do” attitude, there’s no limit to the potentiality of success.
Some of my services include:
- Design and implement customized administrative infrastructure for startups and established businesses
- Facilitate business meetings to ensure consensus
- Advise clients in training and customization of business software for their specific needs
- Cash Flow Planning and Budgets
- Strategic Planning
- Succession Planning
- Tax Return Preparation and planning
- Coordinate with other members of your professional service team (attorneys, investment advisors, insurance advisors, etc.)