I’m a business and tax strategist with over a decade of finance and accounting experience that includes a Big 4 accounting firm and a director role at a 100-year-old, publicly traded wealth management firm. I help entrepreneurs, executives, large corporations, and family offices to raise the bar of their finance and accounting by developing a sound financial vision and successfully executing it. I also help clients to build and maintain their legacies through proper tax planning, compliance, and consulting. My role is to protect and grow your assets through any financial storm.What’s unique about my approach to financial stewardship is that I think strategically and holistically about your business. Although I am numbers oriented, the numbers never tell the whole story, and sometimes the best answers directly contradict them because of market trends and other factors that don’t show up on a P&L. I ensure that your priorities are expressed in your financial structure so that not only will your business grow, but it will be in line with your values.That means that I act as a business advisor with a tax and accounting perspective rather than just providing strict accounting direction.
Listed skills include Accounting, Financial Reporting, Management, Financial Analysis, and 46 others.