How I can help you
I enjoy engaging with business owners, discussing any concerns they have managing their business. If i do not have an answer to your question, I can rely on my 30+ years of experience running or advising companies to advise you who can answer your concern. Being a Chief Financial Officer (CFO) for Privately Businesses for many years I was the sounding board on many topics including ,business planning, employee issues, marketing/sales results versus cost, identify tax issues to be referred to a tax professional, growth planning, cash flow concerns/ planning, accounts receivable management, inventory management to mention a few.
So let’s meet and just talk in general about your concerns, I feel I can help.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
- Banking, Finance & Insurance
- Manufacturing & Industrial
- Professional & Business Services
Bachelor in Accounting BS
Master in Taxation MST
Certified Public Accountant CPA (Licensed 30 Years- Retired)
CPA required training 40 hours per year included Taxation, Strategic Business Planning, Time Management, Accounts Receivable Management, and Inventory Management.