We help entrepreneurs to confidently grow their business without having to worry about the day to day financial management.
We provide the best advice to new clients in terms of discussing their needs and designing a solid game plan to fulfill their requirements.
We want to get to know you! It is important that we understand your business, your goals, and your challenges. That allows us to make the best recommendations for you (and your budget).
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We like to first provide a 30 minute free consultation and offer the best advice to designing a solid game plan to fulfill their requirements.
- MBA in Finance and Accounting
- Bachelors in Economics and Finance
- 10+ years of experience with individuals, start ups, families, corporations, nonprofits, entertainment and other businesses in various industries.
We like to offer value pricing to our clients and discuss what is included in our offer with our client's budget in mind.
We started this type of work beginning with "cleaning up" accounting systems and business restructuring. I saw first hand how bad business and tax advice professionals gave my parents. I went to school to gain this knowledge, help my parents restructure their business, prepared a business and strategic business plan and watched the profits soar. I volunteer my time helping individuals and businesses to avoid business closure. I introduce financial literary to new and existing business owners to keep them on track.
Almost any business type you can think of! We have had the opportunity of being allowed to work with a large variety of clients which has allowed us to understand the ever-changing needs of different industries.
Look for someone that understands your needs and makes themselves available. Nothing is worse than waiting days for a response from your accountant or business consultant when you have major decisions or needs immediately!