I am an experienced independent accountant and lawyer offering specialized part time Chief Financial Officer and Advisory Services for private/public entrepreneurial companies, real estate investors, individuals and families. Together with a small staff, we offer our services to best serve the requirements of our clients. We can be engaged on a project basis, part time basis, or for hourly work, as best suits your changing requirements. 

For Companies and Corporations, we offer all CFO level activities including Financial Accounting Functions, All Tax Related Functions, Operational Systems and Reporting Services, Specialized Services for Early Stage or private exit opportunities.   My goal is to use my extensive public accounting and systems experience, and/or my extensive legal and entrepreneurial start up experience to give you confidence that your books and records are in good order to support decision-making, governance, and financing or shareholder requirements. 

For Real Estate Investors, we offer legal and financial services to help you best profit from inception through to final sale. 

For Individuals and Families, we offer tax planning and preparation services, wealth analysis and reporting systems, estate planning, and as needed to help you better understand your personal net worth and your resources to grow it.