CPA, FINANCIAL ADVISOR, OUTSOURCED CFOMy ongoing mission is to help individuals and entrepreneurs, and to have a positive impact on my community. In 2013, I started a CPA firm based in Chandler, specializing in small business accounting and tax services. I worked side by side with trusted strategic advisors to help a wide variety of clients with complex financial and tax needs.Experience and Skillsets:- Over a Decade of experience in entrepreneurship- Skilled with startup entity coaching and guidance, working closely with business owners to establish a business plan and execute strategies for growth- Experience working with a variety of businesses in different industries- Fractional CFO Services and team-based planning- Individual financial planning and advice- Business consulting and training - Tax analysis and advice – experienced in reviewing tax returns and financial statements - Experience working with various accounting and tax software solutions including QuickBooks - Ability to assist clients in effectively communicating with their trusted professionals to achieve desired outcomes- Financial Architect assisting clients in finding a better way to manage financial resources- Advocate fiduciary offering conflict-free advice for a flat Fee - Clear path planning for an engaging experience- Emphasis on education to help individuals become better investors and increase financial literacy- Community involvement and social initiatives to help worthwhile organizations that are dedicated to building a stronger future