Services Offered


Providing cost-effective bookkeeping and financial statement preparation. Utilizing extensive experience in QuickBooks and a variety of accounting software.

Financial Analysis

Partnering with business leaders to analyze financial data around sales, expenses, and inventory to find opportunities to better align/create productivity metrics and strategies

Data Modeling

Encapsulate data and present it to users in a clear and concise manner. Utilizing Microsoft Power BI and PowerPoint to create visualizations used for presentations distributed or used for management meetings.

Private Equity

Explore and compile analysis around the market for potential mergers or acquisitions