Business checking
Know precisely what you’re earning, spending and saving
Business savings
Automated savings that earn you 1.00% to 3.00% APY¹
Profit First banking
Relay is the official banking platform for Profit First
Receipt Management
Capture and store receipts for safekeeping
Accounts payable
Review, approve and pay bills within business banking
I am a CPA that likes people, and likes to help them make as much money as they can.
Do you want your business tax returns done quickly?
Do you want more profits?
Do you want to avoid losing money in your business?
Do you prefer a CPA who is comfortable talking through things with you and advising you on your journey?
If so, reach out to me.
Unlike most Accounting Professionals, I come from a family of educators. I also grew up in three countries, so I am open-minded to all types of people and many ways of doing business.
In addition to delivering Tax & Tax Planning and Accounting Services, I have helped clients raise millions of dollars. I have helped clients structure their entire start-up businesses operations, their accounting processes, and internal controls. My best work has been helping clients consider lucrative investments, and protect their net worth from an 80% loss.
