“I believe that behind every financial statement is a business owner with dreams and aspirations, and my mission is to help them achieve their business goals while building the life they truly deserve. My approach combines analytical financial expertise with genuine care for the human side of business. I understand that financial success isn't just about the bottom line—it's about creating sustainable growth that allows entrepreneurs to thrive both professionally and personally. Through strategic financial guidance and meaningful partnerships, I'm dedicated to empowering business owners to reach their full potential and enjoy the rewards of their hard work.”
Unique Selling Proposition
I establish a long-term relationship with the CEO/Business Owner and their leadership team to provide strategic guidance and advice based on their historical financial data, current market conditions, and long-term goals.
About me
I am an entrepreneur, an Advanced Certified QuickBooks® ProAdvisor, CFO (Chief Financial Officer) and strategic advisor with more than twenty years of experience in the accounting industry. I specialize in helping professional service companies—such as law firms,
healthcare, and construction—that have heavy compliance regulations by managing their cashflow, budgeting, projecting forecasts and delivering financial insight to help their business grow. My mission is to help business owners to have successful, thriving businesses so they have more time to enjoy life and achieve financial freedom.
I hold a Bachelor of Science Degree in hospitality management from Penn State University. This makes me doubly helpful for my entrepreneurial clients, because I not only provide them with expert guidance on the managerial and operational elements of their business, but also brings the spirit of hospitality to my client relationships.
I thrive on bringing together my passion for numbers with a deep commitment to serving people.