Business ownership comes with a unique set of challenges. You juggle a variety of different tasks on any given day and it seems like the work never ends. In fact, 70% of business that fail are profitable, they just don’t manage cash and books correctly.

As a an independent business owner, I am uniquely positioned with a deep knowledge of the numbers behind the business and how to maximize your tax efficiency that few other advisors can provide in addition to your personal financial planning.

I specialize in proactive cash flow optimization and tax planning strategies that result in reduced tax liabilities keeping more of your hard-earned revenue in your pocket. As an additional resource to your accounting professional, this gives you back the time you need to produce more revenue. We’re forecasting forward while most others are looking back.

Our services focus on understanding your business and reviewing your books to create a proactive annual strategy designed to build a clear financial roadmap that aligns with your business and personal goals. That means no more rushing the buy a new piece of equipment at the end of the year, because you already knew what was coming ahead of time.