Keeping up with the complexity of finances and taxes costs you more effort and money than it should. It's time you had your own CFO for your personal and business tax and accounting needs. I'm an experienced, sleeves-rolled-up, technology-oriented California CPA, and since 1994, have provided affordable CFO-level tax and accounting services to enterprises and individuals.
Client-focused and accessible, I'm committed to saving you time and money. I use technology and mobile applications so information is shared through the cloud and shoeboxes of paperwork are eliminated. We will have face to face video conferences with no wasted time stuck in traffic to get to an appointment. When you are satisified, that's when the job is done.
I'm a Big 4 accounting firm alum, a graduate of a top 10 business school, and a startup executive who brings you the experience and savvy usually available only to high net worth executives, investors, and startup insiders. I will provide personal service and ensure you don't pay any more in taxes than you have to.
If you have a business, I serve as a fractional CFO for your accounting and finance functions. Expertise in Quickbooks, Xero, and Sage. I have the experience you need to develop and maintain your accounting systems and provide reporting and consultation so you acheive your strategic goals.