My father was a CPA and Entrepreneur , so I have been involved in such family businesses such as Cattle Ranching, Farming, Rental Real Estate / Flipping, Manufacturing, and Public Accountng since my youth.
I love numbers and math. I am friendly, calm, and analytical. I bring order out of chaos. I look for problems and come up with solutions.
I am the Chief Financial Officer for 2 very successful companies with respective sales of 70M and 10 M and I know what it takes to grow a company from small to mid-size.
I am an Advanced Quickbooks ProAdvisor. I can set up, clean up, maintain, and troubleshoot any Quickbooks problem and make reports that point out the areas of weakness in a business.
I have used Mark's S Corp strategy for decades to save my business clients thousand of dollars in tax savings.
And what i have learned in his certification courses have given me new ideas on how to save more taxes and grow wealth for my clients.
I have learned in the past how to get out of debt and start saving and building wealth - Thank you Dave Ramsey.
I encourage you to schedule a free discovery call - I want to get to know and help you and your business.
In a short time I can indentify problems, set goals, and plan out steps to guide you to financial security.
Licensing & Credentials
Services Offered
Tax Specialties
