We establish a long-term relationship with the CEO/Owner and their leadership team to provide strategic advice based on their historical financial data, current market conditions, and long-term goals.
About me
My work in industry as a CFO has honed skills applicable to many companies poised for growth or facing challenges. Prior to moving to industry, I enjoyed increasing my CPA knowledge in public accounting roles ranging from Big 4 to regional firms. This experience afforded me the opportunity to work in audit, tax, and consulting with a diverse group of clienteles.