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