“I am passionate about helping growing organizations and have the knowledge to guide my clients through strategic planning, cash flow & profitability forecasting, budgeting and best practices.”
Using my ‘Big Four’ Public Accounting, Fortune 500 & privately held entity knowledge and experience to help you achieve your business and personal financial goals is my passion. Folks share that my communication style puts people at ease and they appreciate my ability to explain complex financial topics in plain English.
Please email to schedule a time to discuss how with my decades of experience, clients (from solo entrepreneurs to growing privately held entities including non-profits) are coached to achieve success saving them time and money.
A pro-active listener - I listen to understand my client’s goals & needs. Then, we work together to successfully customize a plan and implement client solutions to improve cash flow, profitability and financial understanding.
No one is too small to frame their business correctly from the start or to turn around their financial situation.
A strong believer in Life Long Learning - I believe in learning all things better than I found them including using my education and experiences to help clients.
My experience includes a diverse variety of industries. My ideal client is humble, smart and motivated to learn from a coach with the 'Heart of a Teacher'. Please email me to schedule a time to talk and learn more.