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 & Cash Flow
  • Business Plans / Startup Assistance
  • Marketing, Public Relations & Sales
  • Operations

Industry Experience

  • Finance & Insurance
  • Retail Trade

Communication Methods

  • In Person
  • Phone