How I can help you
My background includes a large international public accounting firm (as a CPA), a large insurance carrier, and medium and small sized investment firms ( as a CFA). I was involved in the startup of two small investment partnerships, handling start-up, legal, investment and other CFO type responsibilites. With a business and taxation education, I understand the language of business, the issues involved with both start-up and existing businesses, and the importance of cash flow management, profit margins and expense control. I would be happy to help you get your arms around the numbers in your business so you can spend most of your time and effort where it counts.
Areas of Expertise
- Business Plans / Startup Assistance
- Finance & Insurance