I spent 25 years in corporate finance — the last 15 as part of the finance organization at a $6 billion technology company. I know what good financial infrastructure looks like from the inside of a scaled organization.
Six years ago I started applying that experience to a different kind of client: small business owners and content creators who have real revenue, real ambition, and financial systems that haven't kept pace. The gap between where they are and where they could be — in clarity, in tax savings, in structure — is often significant. Closing that gap is the work.
I've helped clients get current on years of disorganized books, set up QuickBooks from scratch, elect S-corp status and implement payroll, file overdue taxes, and build the systems that give them real visibility into their business for the first time. I work remotely with clients across the country and bring the same rigor to a $300K creator business that I brought to nine-figure corporate finance.
Your CPA — or mine — handles tax filings. I handle everything that makes those filings accurate, strategic, and as favorable as legally possible.