"Ambition is the path to success. Persistence is the vehicle you arrive in." - Bill Bradley
People choose me because I take the time to explain things that are important to you or your particular issue. I don't just "fix the problem", I fix and explain how to avoid it in the future. Education is key. I am also available frequently and return calls and/or emails within 24 business hours, which you may not receive from your current firm. I also have a 20+ year background in retail which gives me the ability to understand the businesses.
A fantastic customer experience would be where we were able to secure a Paycheck Protection Program loan for a client to save his business. Once he received funding, we were able to apply for round 2 and since we had all of the documents rapidly prepared, we were able to achieve the round 2 funding just before the SBA exhausted the funds. This saved the clients' business and he was so grateful.
We can provide guidance to receive the best tax liability outcomes and we can help advise on growth based on the cash flow and assets and liabilities on the balance sheet. Together, we can achieve your long-term goals by focusing on how you do business as well as the numbers. When our clients grow, we grow. Let's grow together.
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