Don't ignore your oversight responsibilities. You should be comfortable and confident in all aspects of your business affairs. Let's take an objective look at service providers and staff that handle important business affairs. As a licensed certified public accountant and former IRS revenue agent we can work together to identify and resolve deficiencies to reduce your risks, doubts, and stress.
Planning & Strategies
Instrumental to your success. Let's work together and create a comprehensive action business plan to take control of your affairs.
An extra resource when you need it.
Were you ever in a jam and didn't know where to turn or what to do? Lack an independent voice on the situation? How about having a need for additional insight and information before making that big decision? Or those times when intimidation stopped you from asking the tough questions and requesting a clear explanation?
Regardless of your issue I can help manage difficult challenges and provide background, clarity, and options for you to enjoy confidence in making great decisions and reduce stress.
If you're in need of an advisor, confidant, and/or ombudsman I would be pleased to discuss further how I can assist and help you to reach your goals.
A Better Way to Conduct Your Affairs
Let's Trust But Verify!
Thinking about an important project like a financial instrument, real estate/equipment lease/purchase, or a home or business renovation/build-out? Maybe you need information on an important issue or you would just like to verify that your personal documents are in place for family and estate planning?
Sometimes we don't know where to begin or we don't have the time or desire to oversee some aspect of a project? Don't worry I can help.
The best way to avoid major problems is to avoid learning about them after-the-fact. Let me be your eyes, ears, and voice for those daunting projects.
I'll monitor the work, progress, and time frames per the agreed upon terms and provide you with contemporaneous information to complete the task and avoid uncertainty.
Buying a Business?
Such a big decision with lots of risk and pressure. I completely understand as I have been in your shoes. I too have purchased and started businesses. In addition, as a licensed CPA I have helped many begin in business.
Investing in a business is no small matter. Before you jump in with all that excitement and energy just remember to remove the rose colored glasses and perform the necessary due diligence.
As an experienced business subject matter person whose focus is now on helping clients face challenges, My advice is to always, always, always "plan for the worst and hope for the best." Trust me, you'll be glad you did.
The best way to analyze your project is to cover all aspects of the transaction which is not limited to finance and operations. You must also consider the stress you and your family and friends will experience. I say "will experience" as there will be stress. It's part of the job title. However, it can be mitigated to a degree with proper planning and execution.
I would be pleased to discuss your goals and help reduce the stress. My goal is to prepare you for the endeavor, maintain your objective focus, and keep you from spending resources on unnecessary upfront costs so they are available for when you really will need them.
Call me for a free consultation. It can't hurt.
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