CFO: Strategy + Advisory   
From data to decisions, I help you grow profit and value.
✓ Strategic CFO calls + reporting
✓ Customized CFO reports
✓ Preliminary business valuations

Controller: Bookkeeping + Accounting
Consistent, clean numbers you can trust.
✓ AI / Tech processes
✓ Clear financial + KPI reporting
✓ Leadership and oversight for your accounting team

Investing    
Build wealth beyond the business.
✓ Asset allocation: stocks, real estate, opcos. 
✓ Fair market value analysis
✓ Net worth statements to track your financial progress

Tax     
Working in partnership with your tax accountant.
✓ Proactive planning + multi-year strategies
✓ Annual compliance 
✓ Planning for your family, estate, and legacy