ABOUT US
It’s one thing to go to school and learn to be an accountant. To hear stories about companies and read case studies that outline the good and the bad, successes, and failures. It’s quite another to live it first-hand. My education has supported my love for business. And my life experiences help me to see more than just the numbers.
Growing up in a hardworking entrepreneurial family does more than just teach you about business. It literally engrains business in you; business becomes a part of you. It teaches you work-ethic and resilience and how to handle both the victories and the heartbreaks with grace. It teaches you how to get creative, and to dig in when it matters most.
I learned valuable skills during my education; I received an MBA from St. Mary’s University and a CPA-CMA. It was in the real world where I really learned what it was like to operate a business. I started my career in corporate finance roles within multiple industries, but most recently worked with start-ups in both start-up and scale-up phases. The lessons learned in these organizations will always stay with me.
After working in the industry for over a decade, I knew building something of my own always had my heart. What I do now, reducing business owners stress around their company health, is my true passion. I love getting to really know a company from the ground up so that I can make meaningful contributions that will actually help all members of the team.
Business is personal and choosing the person who is going to come into your office, your world, look at your systems, analyze your business numbers and help you plan is just one step shy of asking someone to put a ring on it.