How I help . . .
The most rewarding and fulfilling part of my job is getting the opportunity to be the CFO and COO for my clients. It is way more fun being able to help my clients make their businesses more successful than it is to file tax returns all day.
Having those strategic conversations, whether it revolves around current financial decisions, operational and long-term growth planning, or true succession and estate planning — that is what gives me joy. Afterwards, once we have a good understanding of the books, we will go ahead and file your tax returns for you as well!