Corona, CA
I am a problem solver. This means that I spend time to accurately assess the problem and understand every stakeholder's needs and wants. I then use observation, analysis, and research to develop an action plan to attack the problem. I always look to balance short-term and long-term success, not sacrificing one for the other.
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What kind of accounting services do you provide?
I provide financial forecasting, financial statement review and analysis, tax planning, and tax research.
What do you love most about your job?
I love to build relationships with my business partners. This allows us to understand each other and align expectations so that both parties are completely satisfied with the results. There is synergy, results far beyond what each party could have done separately.
What inspired you to start your own business?
I wanted to use all my MBA training to help small business owners with their needs. The entrepreneurial business owner has so much passion and ideas and I want to help provide the business structure to see their dreams come alive!
Why should our clients choose you?
I want to truly understand you and your business. I will not prescribe solutions until I have done my best to understand your needs and the best course of action.
Business Consulting
Business Planning, Strategy, Forecasting
Accounting/Finance/Tax
Financial Statement analysis, budget and forecasting, tax consulting
Leadership Development
Leadership coaching, team development, organizational behavior
Research
Market research, product research, tax research, Covid-19 relief research