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Here to Help You Understand What Drives your Success

Your accountant should be committed to using their knowledge and skills to help you toward success.  I draw on decades of experience in both accounting and finance functions to help you understand not just what your financial position is right now, but what's driving or impeding your success.


Small Business Services

Tax Preparation and Planning

Basic periodic business review including analysis of accounts receivable, cash conversion cycle, and business liquidity.

Deeper dive business review of revenue & expense trends, variance analysis and identifying variance drivers.

Operational review of processes for efficiencies.

Working Capital Management Policy Review

or, just helping you find and engage a competent bookkeeper

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