I am not your typical CPA. I have decades of experience both running companies and advising them as an independent CPA. I have decades of tax experience (planning, preparing, reviewing, fixing, etc.) business, individual, and non-profit returns. My experience has touched on nearly every aspect of business from sales and marketing, business M&A work, financial management and analysis, sustainability and more. My goal is to help your business achieve your financial, growth, and lifestyle goals. Beyond delivering tax and accounting expertise, I help my clients with accountability, coaching, business strategy, and more. I've been a CPA for over 30 years, with a focus on serving the needs of the successful small business owner (Revenues up to $10 million). I started my career in the Audit Divisions of Coopers & Lybrand and Arthur Anderson and Company. Seeking greater practical impact and deeper relationships, I shifted my focus from serving Fortune 500 corporations to serving smaller entrepreneurs' needs and helping them achieve their dreams.I hold an MBA in Sustainable Business and have taught accounting and finance to MBA students. I have developed and taught courses to other CPAs on sustainability, fraud prevention, and advising start-up businesses. I was the Founder and President of TriLibrium, a Portland, Oregon-based CPA firm that was the first CPA firm in the country to achieve B-Corporation certification. I formerly held Series 7 and 66 Securities licenses and insurance licenses as the founder of TriLibrium Wealth Management, and though no longer licensed, I bring a holistic approach, experience, and thought process to the table when serving you. I currently live in downtown Portland, Oregon, and am active in the community. I am a northwest native and an avid bike rider.Specialties: Startups, QuickBooks accounting systems, taxes, sustainable business models, strategy, leadership, operations, and innovation.