SERVICES

A snapshot of the accounting and financial consulting services I provide to businesses and individuals.
Contact me to schedule a complimentary initial consult.

Qualified Settlement Fund (QSF) Administration

My experience as a QSF Administrator includes large multi-billion trusts resulting from multi-district litigation class action settlements.

CFO Services

I provide interim or fractional CFO services to clients:

Trustworthy accounting partner

Financial strategy development

Financial forecasting

Budgeting and capital planning

Cash flow management

Debt & equity financing advisory

Performance metrics and KPIs

Consulting + Advising Strategies

My business advisory services include strategic planning, risk management, mergers and acquisitions, organization restructuring, operational improvements, and more. I aim to help clients grow their businesses and achieve financial goals. My strong strategic planning skills have allowed me to work in challenging high growth, crisis-management, start up and/or turn-around environments.

Tax + Estate Planning

I provide a wide range of tax planning, tax preparation, and estate planning services, all tailored to a client's specific needs.

SERVICES

A snapshot of the accounting and financial consulting services I provide to businesses and individuals. Contact me to schedule a complimentary initial consult.

A snapshot of the accounting and financial consulting services I provide to businesses and individuals.
Contact me to schedule a complimentary initial consult.