My Approach

One Relationship. Four Disciplines. Total Clarity.

Running a 7+figure organization takes more than grit. You need an advisor who understands every layer—strategy, systems, finance, and tax.

My Foundation

I bring 27 years as a CPA, founder, advisor, and systems architect. I am committed to helping you:

• Break through profit plateaus

• Eliminate confusion about your numbers

• Turn data into actionable strategy

• Protect and grow what you’ve built

How I Work

Vision-First Partnership
Every engagement starts with your vision. Together, we define what success means to you and the metrics that matter for your next stage.

Systems Designed for Decision-Making
Your business deserves timely, actionable data. I assess, design, or rebuild your accounting environment so you have information you can trust—whenever you need it.

Monthly Strategic Guidance
Every session includes thorough analysis, scenario planning, and a clear set of next steps. I help you interpret results, prioritize actions, and move forward with confidence.

Tax-Savvy, Wealth-Focused Planning
You receive proactive strategies, straightforward tax explanations, and coordination with your tax professional—eliminating surprises and supporting your long-term goals.

What You Experience

• A single source of clarity and direction

• Actionable recommendations, free of jargon

• Honest feedback and practical accountability

• Complete support for your growth and peace of mind

My mission: Help you achieve your goals, protect your time, and build true wealth through your business, always tailored to your definition of success.