Not every business needs a full time Finance department, but every business can benefit from financial analysis and advise. That’s where I come in; I want to apply everything I learned in the MBA program and have done for multimillion dollar companies for your business. I can help with small tasks like monthly accounting to large analysis to help you grow your business.
For almost 20 years I have worked for a number of companies in various finance roles. During that time I learned a lot and have really enjoyed working with variety of different people from all walks of life. But I always had the most fun when I was helping my friends and my family with their business endeavors. Be it analyzing my wife's selling pattern for her online boutique, or helping my brother organize expenses in his medical office, or putting together forecasts and presentation to help my friend get funding for his start-up.
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I like to sit down and discuss their needs and pain points before I quote them anything. Then I can reflect back on what they need and make sure I can provide the service and if I can we can discuss the cost and expectations.
I have Bachelor's degree in Accounting and MBA in Finance, I have also worked for 18 years in various Financial roles supporting wide variety of companies.
I always charge on monthly retainer vs hourly for the simple reason I want the business owner to feel comportable to call me with any questions and not worry about how much it will cost them.
I have helped my family and friends to start and run their business and now I want to expand and help other small businesses
I am looking to continue to work with small to medium size businesses
I know I am not going to be the cheapest, but the service you will receive is beyond simple analysis you will be getting a partner that can help you evolve your business.