Professional Profile
Background and Approach
I have developed a hands-on approach to financial management that gives clients a tailored experience.
These techniques were devopled through multiple decades in the food/beverage and hospitality industry.
With my career experience and a degree in Business Management and Accounting, I have noticed that financial education is not a priority for many individuals. I want to bring that education to businesses and individuals to help them succeed.
I have many years of experience in filing taxes and learned how the tax system operates. My insights and observations gave me the incentive to pursue my own business to facilitate others in growing their assets and gain finacial knowlege.
Focus Areas
Taxes
Bookkeeping
Working in the industry of filing taxes has shown me the lack of familiarity to most individuals. I want to educate people on what is being filed and why.
A strong financial understanding of your personal or business income/expences will give a person the ability to grow and maintain that growth.
I am committed to supplying what I have learned to my clientele.
Accounting
Projections
My multiple decades in the hospitality industry gave me insight into reports and fiscal responsibility. Translating that informantion into personal finaces or other forms of businesses will give clients proper information for wealth management.
Knowing where your personal or business finances have been, and are at, will give you the ability to see where you are going and make coarse corrections where needed. I have done this personally and have gained a 300% increase in assets and a zero debt balance in the process.
Referances
"To stay IRS-compliant, small business owners must move from reactive to proactive recordkeeping."
- Layernext.ai
"As a small-business leader, you have many roles: visionary, operator, marketer. When small business tax time arrives, teaming up with a tax professional offers the relief and focus you need to concentrate on growth rather than forms. "
-Quickbook.com
The economic importance of financial literacy for Individuals.
- National Library of Medicine
Never ask of money spent
Where the spender thinks it went.
Nobody was ever meant
To remember or invent
What he did with every cent.
- Robert Frost, The Hardship of Accounting
