Integrity.

After the accounting scandals of the early 2000s, I recognized that there is a need for integrity-filled, financial professionals. This is the reason I chose to work independently. If you need a skill-set outside of my expertise, I will help you find the right person rather than take on work that I won’t be able to adequately provide. I believe in high-quality personalized service at fair prices. I prefer excellence over my ego and collaboration over competition. I believe in giving you the truth no matter how painful it is to hear so that we can face the facts and come up with a solution together.

Competence.

I have served both within organizations in the controller and chief financial officer positions, and externally as a consultant, business advisor, bookkeeper, tax preparer, and external auditor. I have a wide variety of skills, but I thrive in positions where the answers aren’t obvious and when there is a large amount of uncertainty.

Thoughtfulness.

I want to partner with you in meeting your goals. I believe that each situation requires thoughtful analysis and intentional responses. Situations are never static and require ongoing responses to changing conditions. The only way to get to the correct solution is to persistently chase it. Let’s work together to resolve the issues that you’re facing.