The foundation of what I offer is customized consulting and CFO services to businesses and higher income individuals. I actually credit much of my own personal growth to consistent money tracking —aka “bookkeeping”— and how it critically informs your business and dramatically influences your personal success. The first thing I do is get your books in order, then I help you to understand what it all means! We’ll work together to formulate a financial plan, for you or your business, then adjust it as we go to boost your results. I can also assist you with any financial improvements you’d like to make, whether it’s budgeting and saving, investing in real estate, expanding your business or planning for your future.