Consulting services fall under two categories:  Advisory Services & Software Services 

Advisory Services

Whether you run a small business, a professional services firm or a not-for-profit, you need a strong financial manager. Someone to bounce ideas off of. That’s where my services come in. I can help you prepare and interpret those pesky financial reports. I can help you prepare your business plan, I can read that crystal ball by running some “What If” analyses and I can advise your office administrator and bookkeeper when they’re stuck. In short, think of me as your part-time CFO, who’s also a sort off CTO and maybe a CMO–especially one who works with QBO (Don’t you just love acronyms?). What I’m really saying is I’m someone who’s there when you need him. And not when you don’t. By the way, I truly enjoy working with charitable and not-for-profit organizations, so don’t hesitate to contact me for a free no-obligation chat. Maybe over a coffee. I like coffee.


Software Services

Need help taming Excel? Want to make QuickBooks sing? On a Mac and need business/accounting software that’s a perfect fit? Fret no more. I can help. ¬†Since 1988 (gee that’s a long time!) I’ve been helping non-profit and businesses implement, fine-tune and tweak their software stable. If you’re stuck, get in touch. An informal no-obligations chat is absolutely free.




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