I firmly believe that you can have a wildly successful family-owned business while still taking a break, going on vacation, and having a life. I am here to help you make the most out of your business without it taking the most out of you.

It's my job to leverage accounting insight and strategic acumen to solve problems that every family-owned small business faces when getting into high-powered mode and implementing the tools, systems, and structures that will spin aspirations into an asset.

We do that by taking the guesswork out of the equation. I am a-l-w-a-y-s asking: What do the numbers say about your game plan and execution?

For you see when you have the right data at your fingertips AND you understand what it's telling you ... now you have the courage to take risks, push past limiting beliefs, and pull all the right triggers so that you can finance any future.

Because life is too short to not enjoy it.

Do you have big next chapter dreams? Optimize capacity and confidence in business decisions with growth strategy and value maximization. I blend forward-thinking tax strategies with value creation business strategy and BOOM! profit maximization and freedom.