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STRATEGIC:
My clients are my number one priority, and my services are designed for their success.
Software Setup
& Training
New business? New hire? Not only will I create a custom accounting file, I can train all skill levels in Sage and QuickBooks.
Wholesale pricing available.
Expert Bookkeeping
& CFO Services
My services are customized to every clients specific needs. With a streamlined bookkeeping process, collaboration becomes the easy part.
Operational & Strategy
Consultant
New Idea? Project? Business Venture? From strategic planning to innovative start-up assessments and formation, your vision will become my mission.
Profit & Growth
Analysis
I work on-one-one with every client to ensure their ongoing viability, growth, and profitability with a results driven plan of action.
INVOLVED:
Community involvement and continuing education is not only a priority in my career, it is a personal benchmark.
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DEDICATED:
My accounting career has been dedicated to the education and guidance of small businesses through the importance of proper bookkeeping as a foundation for success.
Equipped with extensive accounting and industry knowledge, I am certain I can help solve the most complex issues, including learning how to leverage your numbers to make strategic business decisions.
My main goal is offering all clients a fair shot to respond to industry transitions because small businesses are what this country was built on. What years of experience has taught me is your success is my success.
Contact Me if you are ready to develop business strategies, for not only surviving, but thriving.
PERFECTED:
Grow the financial health and stability of your business with our result driven process for strategy and/or profit analysis.
01
Listen
The initial consult will allow us time to discuss your business (past and present), frustrations and pain points, to ensure I have a clear understanding your overall needs and goals.
03
Action Plan
The action plan is developed specific to your business utilizing the data from our initial consult and assessment with realistic, actionable, result driven, steps.
02
Assessment
The assessment is an in-depth look in to your current records, accounting practices, software utilization and financial reports.
04
Implement & Refine
Upon plan approval, I will guide you through the implementation phase with check-in periods that track and forecast progress, along with refining any steps not producing positive results.
CONNECTED:
I understand the value of your time, which is why I made reaching me, simple. I respond to all methods below, including text.
Although my office is located in Florida, out of state clients can expect the same in-person experience, including quarterly meetings.