Meeting Preference: Phone
Languages: English
Expertise: Accounting & Finance
I specialize in guiding entrepreneurs through the intricacies of starting, running, and expanding their businesses. With a rich background as a seasoned entrepreneur, I bring valuable insights gleaned from owning and managing two successful small businesses. My extensive experience in both accounting and investment management equips me with practical knowledge to assist you in navigating the complexities of business ownership.
Let me guide you through:
• Develop a brief or full business plan that will help you attract investors, partners, and customers.
• Create a financial forecast that will help you track your progress and make informed decisions.
• Develop Marketing and Sales Plans tailored to your business objectives.
• Gain financial literacy and learn effective techniques for managing your business finances.
• Implement strategies to drive the growth of your business.
My experience includes:
Throughout my career spanning over two decades, I have honed my expertise in accounting, dedicating 20 years to running a successful accounting practice. Additionally, I have spent 15 years managing investment portfolios, further deepening my understanding of financial dynamics. Beyond professional pursuits, I have firsthand entrepreneurial experience, having owned and operated two thriving ice cream stores for five years.
My diverse background uniquely positions me to offer holistic guidance to aspiring and established business owners alike. Whether you're seeking to kickstart a venture, streamline financial operations, or scale your enterprise, I am committed to leveraging my expertise to support your success.
Areas of Expertise
- Accounting & Finance
Industry Experience
- Accounting & Tax Services