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OVERVIEW:

Finding financing for your small business can feel overwhelming. Who is lending? What’s the best type of financing for your new or established business?

Learn about the myriad of small business funding options, identify the crucial factors lenders use to evaluate applicants, and understand the next steps you can take to position your business for financing.

This program will help you to effectively vet potential accountants in the very first meeting. We will discuss key elements in determining your company’s profitability, not just what’s in the bank account. Our session will help you determine the criteria needed to make difficult decisions regarding business finances, debt management, hiring, etc. 

I very much enjoy working with start up companies and companies looking to grow their business. I am a believer in long term relationships and always use the word “clients” rather than “customers” believing that shows a more long term focus with the individual. Culture is the key to success of any business and I enjoy building winning cultures. In early stages of a company, I always appreciate the entrepreneur who wears all hats and understands at the same time they cannot do it all without key resources.

Influential leader and military veteran pairing management experience in branch operations, call centers, customer service, and collections with strengths in risk detection, customer service/satisfaction, and credit analysis. Superb rapport-builder and trusted advisor known for ability to match clients with products and services that will achieve their goals and fulfill their needs. Motivational leader and change agent who helps team members develop, demonstrate and grow their business development skills.

I have over 30 years of accounting experience in a manufacturing environment. For most of my career, I was a senior-level accounting professional with cost accounting and general ledger expertise within the manufacturing market segment. My career encompassed orchestrating a company merger, reducing organizational costs, integrating new cost accounting systems, handling multi-million-dollar bank account reconciliations, and mitigating million-dollar domestic/international receivable account disputes. I also had an insider's view of operational and strategic planning.

accounting and tax

Based on 40+ years of varied management/executive experience in multi-line businesses I will guide clients in assessing and analyzing their business proposition. Emphasize appropriate market research techniques to measure viability. Develop business plans, budgets and financial projections focused on targeted markets. Provide tools to create financial projections with realistic growth and expense objectives. Help develop investment needs and possible capital sources. Assist in risk assessment. Suggest appropriate strategic partners/alliances.