Consulting services fall under three categories: On-going Advice; Software Services and Tax 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 bail out  your office administrator and bookkeeper when they’re stuck. In short, think of me as your part-time CFO. 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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