When businesses are stressing out about their finances, they come to me for clarity. I’m a CPA who helps business owners identify and face their fears and insecurities about money that might be holding them back in their businesses.
I established my own company 5 years ago, and I have to admit, I’ve experienced my ups and downs as a business owner. But the greatest benefit is that it gives me direct insight into the experience of small and medium sized businesses. I know what you go through, and this helps me offer sound financial advice.
Even if your company is too small to hire a CFO, your can enjoy the same benefits by hiring a part-time CFO. (That’s me.) My team can work with your in-house accounting staff to assist you with all aspects of your finances—from bookkeeping to accounting, from tax preparation to financial planning.
The result—you’ll have peace of mind that your finances are accurate and have more time and energy to focus on your core business.
Over the years, I’ve worked with over 100 companies. Prior to establishing my own accounting firm, I worked as an accountant and then CPA at one of San Diego’s largest accounting firms. I graduated from San Diego State University with a degree in accounting.
· # of degrees earned: 2 (accounting and Italian)
· # of triathlons completed: 7
· # of children: 2
· # of states I haven’t visited yet: 10
Learn to develop a healthy relationship with money—and your business.
As a financial therapist, I help business owners develop healthier relationships with money. Once we establish your values, we’ll work together on a financial plan that makes sense for you.
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Contact me and we can set up a meeting to discuss if my services might be right for you.