Describe How You Would Like To Be Introduced Via Email
I help business owners gain clarity and confidence in their finances through bookkeeping, accounting, controller, fractional CFO, and tax services. Whether a business needs reliable financial records, stronger reporting, or strategic financial guidance, I help owners understand their numbers and make informed decisions as they grow.
A great referral is a business owner who says things like:
• "I'm behind on my bookkeeping."
• "I don't really know what my financial statements are telling me."
• "My business is growing and I need better financial reporting."
• "I need help with taxes and planning."
• "I need a trusted advisor to help me make financial decisions."
If you know a business owner facing any of these challenges, I'd appreciate an introduction.
What is your "why"? Why do you do what you do?
My why is helping business owners feel supported and confident in their financial decisions. I value building genuine relationships with my clients and understanding the unique challenges they face. By combining clear financial information with thoughtful guidance, I help business owners navigate growth, solve problems, and focus on what matters most to them.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Who handles your bookkeeping and accounting, and are you getting the level of support you need?
2. As your business grows, do you feel like your financial reporting is keeping pace?
3. Do you have a trusted CPA or financial advisor who helps you understand your numbers and plan ahead?
Unique Selling Proposition
I help business owners with everything from bookkeeping and accounting to tax, controller, and fractional CFO services. As their businesses grow, I provide the financial insight and guidance they need to make confident decisions. Clients appreciate having a trusted advisor who understands their business and can support them through every stage of growth.
About me
I am a CPA with more than 20 years of experience helping businesses and nonprofits bring clarity and structure to their finances. My background includes leadership roles as a Controller and CFO, including serving as CFO of the Oklahoma City Ballet. Over the years, I have worked with organizations across a variety of industries, including construction, architecture, law, energy, agriculture and cattle operations, nonprofits, and the arts.
Today, through my own practice, I help clients with everything from bookkeeping and accounting to tax, controller, and fractional CFO services. I enjoy building long-term relationships with clients and helping them gain the financial clarity and confidence needed to make informed decisions.