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This is a boutique firm for high net worth companies. As a CPA and
Financial Adviser with 26 years’ experience working with CEO's, their
company retirement plans, and their personal wealth, I've got all
aspects of your money covered.

I work best with corporations or partnerships under $10M in
revenue and less than 25 employees. I have a particular
expertise in Physicians, Law Firms, and Real Estate,
although I work with many other industries. Most
of my clients have multiple entities.

I only work with 25-50 clients so that I am
accessible and can rock your accounting world!

I also have a particular expertise with Offer in Compromises.

I also operate under the name The Money Therapist® and have been on all the major networks across the country as a finance expert. I’ve been featured in the news and nationally syndicated finance segments..