Working With Me
The Ongoing Client Relationship
I build personalized, collaborative relationships with regular discussions and proactive planning. My work goes beyond basic compliance to focus on strategic growth and financial efficiency. I coordinate across financial management, legal and insurance considerations, and HR topics to support your long-term goals.
My expectations: your involvement is crucial. Many owners spend months each year just covering taxes. By setting aside time to review financials, plan tax strategies, and discuss key decisions, we can lower that burden and improve your results. If you expect a large payment or expense, please call me first.
Who I Work With
- Small to medium-sized businesses experiencing growth and facing financial challenges
- Clients with 5+ employees in operation
- Businesses with complex financial, accounting, and tax needs needing strategic, hands-on support
- Owners of rental properties, including multi-unit residential and commercial properties
What I Offer
- Personalized, collaborative relationships with regular discussions and proactive planning
- Expertise beyond compliance—strategic growth and financial efficiencies
- Holistic support across finance, legal considerations, insurance planning, and HR
Who Are My Clients
- Analytical entrepreneurs who value open communication and long-term strategies
- Skilled trades, automotive services, manufacturing, distribution, and professional services
- Individuals with rental property, K-1 income, or other complex topics
How I Help
- Implement enhanced tax strategies and streamline financial processes to optimize growth
- Provide clarity and confidence for better decision-making
- Act as part of your professional team—coordinating advisors under your leadership
Why It Matters
- Successful businesses need more than compliance—they need guidance to lower taxes legally and focus on profitable areas
- Every business is unique—hands-on experience in similar situations matters
- Your business should support your long-term vision for you and your family
Specific Things I Do to Help Entrepreneurs
- Business formation and entity structuring strategies
- Comprehensive accounting and tax services
- Strategic tax planning
- Business advisory services
- Financial consulting
- Business purchases, sales, and succession planning
- Chart of accounts creation and improvement
- Streamlined process development and optimization
- Efficient inventory management solutions