After being in large departments, I desired to scale down but still offer the level of service to smaller businesses that I had previously given to large corporations. I impact people's lives on a more direct and tangible level - this drives my work ethic and became my passion. When April arrives each spring, most businesses (and accountants) only look backward to assess last year and how to fix it. But little to no effort goes into looking ahead to lay down strategy proactively. The way I implement fractional financial planning makes April much less stressful and gives time to generate tax savings of 48% on average for my clients during the normal course of business.Businesses who generate yearly revenues of $1M+ and/or business owners who show taxable income of $300K+ typically benefit from my techniques. I’m humbled by the opportunity to promote their business growth, allowing owners to leverage tax savings to open additional locations and provide jobs for their local economy.

As a member of PwC's flexibility talent network, I have the privilege of being one in a group of experienced individuals who support client engagement teams across all lines of service during specific periods of the year. During their busy season, they pull in external professionals, like me, to bolster their staff and meet their clients' needs.