How I help . . .
I’m passionate about helping businesses navigate the unknowns in the accounting space and helping them become more efficient and effective. I am particularly good at looking at complex issues, prioritizing the steps my clients need to take to solve them and helping them execute those steps.
One example of this is when I had a client whose CFO was leaving. The client needed help determining what they were going to do without their CFO. We sat down and captured the tasks this person was responsible for, identified who could complete that task going forward and captured any additional information to properly transition the task to another person. I helped facilitate this process and helped them map out the steps they were going to take to keep the business running strong, even with a key person leaving the organization.