I have over 13 years of experience in Private Equity from JR Accountant to Controller. I am currently looking for clients to help them get their books organized, and helping their business grow. I get joy from helping small businesses achieve their goals.
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What kind of accounting services do you provide?
From basic services such as bookkeeping all the way to controller and CFO work. I have over 13 years of experience in these roles in Private Equity companies.
Why is it so important for businesses to hire a great accountant?
Great accountants are hard to come by especially ones that take pride in their work. Whether I am doing basic bookkeeping or CFO work, the ethic and pride is the same. A great accountant will provide you accurate and timely information so that you can make PROACTIVE business decisions rather than reactive ones.
What do you love most about your job?
Helping businesses achieve their financial goals, and being part of someone accomplish their lifelong dreams.
What inspired you to start your own business?
I have spent many years working for multi-billion dollar Private Equity firms, and had a desire to help the small business owner accomplish their dreams. Often knowledgeable accountants chase the money and forget about the small business that could really use their help. I want to be that help for your small business.
Why should our clients choose you?
Experience. Simply put a great accountant needs experience in many different situations, my experience has allowed me to accomplish that.
Can you provide your services online or remotely? If so, please add details.
Yes using various platforms, I prefer to provide services online or remotely. This allows us to service more customers in a timelier fashion. Always striving for excellence in the work that is completed.
What changes have you made to keep your customers safe from Covid-19?
All customers in my consulting firm have been remote. We meet virtual and accomplish all objectives in a timelier manner as travel times have greatly been reduced.
Bookkeeping
Basic bookkeeping to help ensure your books are in order and you know where you are generating income from and where your expenses are going to.
Controller
More in depth review of your company books, discuss what revenue channels are more profitable than others, where we can reduce expenses to help increase profits. Also we can compare month over month and year over year financial positions to help give you better visibility of where your business is currently.
CFO
Planning for the future using properly reviewed data from prior periods. Forecasting how your business will grow based on key information provided by the business owner. Budgeting to help ensure all business expenses are in line with what you expected to spend. Comparison of budget vs actuals, as well as tracking Key Performance Indicators for your company that we will establish together.
