CEO of ENDEAVOR FINANCIAL INSIGHTS | FRACTIONAL CFO | ADVANCED TAX STRATEGIST | WEALTH MANAGEMENT | 30 YEARS EXPERIENCE IN BUSINESS ACCOUNTING AND FINANCEI am a leader, entrepreneur, business advisor and strategic planner with more than 30 years of experience in accounting and finance for small to midsize businesses. As a CFO in the building industry in the 1990-2000’s, I learned first-hand the challenges that business owners face, how business cycles unfold, the need for innovative long-term strategy, and the importance of succession and exit planning. I also learned that too many accounting firms focus on the past. In 2012, I founded my own accounting firm in order to change that.My company, Endeavor Financial Insights, helps our more than 160 clients focus on the future and the daily decisions that will deliver results now. We work to unleash the wealth and potential of small businesses, so their owners, employees and shareholders can go further.KEEP MORE OF WHAT YOU EARN - ADVANCED TAX PLANNINGWe work to level the playing field for small businesses by enabling them to take advantage of instruments and strategies typically reserved for the big guys. In 2020 alone, we saved our tax planning clients over $3.5 million utilizing a proprietary, expert system-based program. VISIONARY FORWARD-THINKING STRATEGY - FRACTIONAL CFOWe help our clients get the value of a Chief Financial Officer without the overhead. I lead our growing team of experienced CFO’s to provide small and mid-size businesses with customized insights and execution plans to chart the best course to a prosperous future. We go beyond the spreadsheet to analyze KPI’s, model growth and profitability scenarios, and predict, prevent, and overcome the inevitable financial challenges in your path.WE CAN HELP YOU:*Create Advanced Tax Strategies to Lower Your Taxes *Create Wealth*Increase Profitability*Prepare for Investment, M&A, or Business Exit Strategy To learn more about our services, please visit www.endeavorfinancial.com