How I can help you

I can assist with finance and accounting; specifically, financial analysis, financial statements, building financial projections and budgets. I can help companies prepare to meet with a financing source by reviewing the information that will be needed to evaluate and decision any funding request. Banking is a sales business so I can also provide assistance in building prospect lists, prospecting and selling techniques and relationship management.

Areas of Expertise

  • Accounting & Finance
  • Business Plan
  • Management & Operations
  • Marketing

Industry Experience

  • Accounting & Tax Services
  • Retail
  • Wellness, Healthcare, & Home Health

Communication Methods

  • In Person
  • Phone