With over a decade of accounting experience, I specialize in developing tailored financial roadmaps for businesses generating $1M+ in gross revenue across eCommerce, Consumer Packaged Goods (CPG), Food & Beverage, Restaurants, and Trucking. My background as an e-commerce entrepreneur equips me with a unique perspective on the financial challenges businesses face.

My mission is to transform complex financial data into actionable strategies that drive growth and profitability. My services include:

• Cash Flow Forecasting & Management
• Strategic Financial Planning
• Cost Optimization (20%+ savings)
• Industry-Specific Financial Analysis
• Custom Financial Software Integration

Certifications:

• QuickBooks Online
• Xero
• Gusto Payroll
• FreshBooks
• A2X
• ConnectBooks 

I provide:

• Dedicated CFO expertise and strategic planning
• Proactive tax advisory and optimization
• Customized risk management
• Personal asset protection strategies
• Concierge business services with unlimited support

I maintain an exclusive 1:20 client ratio to ensure focused attention and deep understanding of each client’s unique challenges.

Whether you seek to streamline operations, scale your business, or navigate complex financial scenarios, I am committed to being a true partner in your growth journey. Ready to turn financial chaos into a clear roadmap for success? Let’s connect to discuss how my bespoke CFO advisory services can unlock your business’s full potential!