I specialize in helping small business owners eliminate the nightmares of paying too much in taxes, never getting time off and having a smooth-running business by focusing on their business processes and tax minimization.

If you want to have a thriving business instead of being tied to the job, I can help you build the business through developing processes, financial management, marketing and time management. You went out on your own because you have a vision. I help you formalize that vision so you can have the business you dreamed of.

We are awesome at helping you define your business, setting up your accounting system and get you the freedom to enjoy your business. My accomplishments include:

Education:

Bachelor of Business Administration

Accounting Course Certification

CCTEC – Certification from California Tax Education Council

Real Estate Broker’s license

Life and health Insurance license

Work History:

Provided accounting services for numerous customers in various industries over the past 10+ years

Tax planning and preparation for the same 10+ years

Have been managing P&Ls for 30+ years

Awards, Titles, and Designations:

CRTP

PTIN

Real Estate Broker

Mortgage Broker

Life and Health Insurance Licensed

Other Info:

Worked for a developer (Finance, sales, marketing)

Worked for real estate investors who remodeled and flipped homes (admin, bookkeeper, property manager)

Project management for high tech materials management (Purchasing)

Currently working with numerous general contractors and trades people

Love to take a messy set of data and clean and organize it

Love to teach people how to do a good job

Mostly self-taught, and then get certified after I figure it out – I like to check that I figured it out correctly

Tell me I can’t…., and I’ll find a way to…..
I’ve been told numerous times that I can’t … ‘get hired because I don’t have a degree, need a license, need a certification’… so I then go out and get it

I’ve lost everything from being an employee and getting laid off 8 times in 15 years so I decided to be an entrepreneur so I can’t be laid off again

When you want to save $30,000 or more each year on taxes, most of what you need is help, instruction, and encouragement from someone who has “been there and done that!” with accounting and saving money on taxes.

And as you can see, I can definitely help you spend less time stressing over your business, pay a lot less in taxes, have a clean set of accounting records, and keep more of the money you earn so you can grow your business!