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CPA CA Accountant

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CFO (Chief Financial Officer) to small and mid size companies.
Offering full support to owner/operator entrepreneur.
Specialize in family owned/privately owned businesses.
Offering full cycle bookkeeping, payroll, government tax remittances, accounting, financial statement presentation, tax returns, cash flow forecasts, business plans, bank loan applications.

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4 hires on Bark


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Quickbooks and Sage.
Monthly, Quarterly, Annually.
Tax prepartion.
Bank loan applications.
Business advice.

A successful business must know its numbers on an almost real time basis.

Self satisfaction from helping small and medium business owners grow their business and achieve their goals and dreams.

After a very successful career, recently retired from Corporate America.
Have lots of experiences and successes to share with entrepreneurial business owners.

I am not a boring accountant.
I have entrepreneurial flair and see business in the same way a small business owner views their own businness, opportunities and challenges.

Can meet in person.
Can meet remotely by video or phone.
Can work onsite.
Can work remotely.
Completely flexible.
You decide.

I have been fully vaccinated with two boosters and wear mask during in person meetings.


Offering full cycle bookkeeping, accounting, tax returns, payroll, government tax remittances, financial statement presentation, loan applications, cash flow forecasts, business plans.

Quickbooks, Sage

Corporate and Personal

Prepare business plan, cash flow forecasting, bank loan presentations.
Work with traditional major banks.