How I can help you

I’m a self employed CPA/CFP who has a lot of time on my hands and feel it’s time to give back and help others. I think I have a lot of knowledge that those starting a business can use.

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Buying or Selling a Business
  • Tax Planning

Industry Experience

  • Finance & Insurance
  • Real Estate & Rental & Leasing

Communication Methods

  • Email