Let's do that you've always wanted to do.
Imagine effortlessly navigating your business financials with ease using user-friendly, thorough templates designed by a CPA.
You'll gain a level of clarity and understanding about your business that once seemed out of reach — all without being an accountant, Excel guru or math whiz.
With the Profit Playbook, managing your business finances becomes a strength, not a chore.
Simplify Financial Management:
Simplify managing your business finances with straight forward, ready to use templates.
Uncover Tax Saving Opportunities:
Understanding how best to tax plan and utilize business deductions will open doors to minimizing the taxes you pay and boosting your bottom line.
Provide Financial Clarity:
Make confident, informed choices with clear financial insights.
Help You Spot Trends:
Spot patterns and opportunities within your business that will encourage more proactive business moves.
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Managing money and advising clients on every aspect of their financial lives.
Years of advising clients - filing and planning for taxes, managing & investing their money, handling their wealth transfers to kids, guiding them through the set up or the sale of businesses or real estate - all of that to truly understand and become an expert in this thing called wealth management.
Not only am I a business owner myself, but I've worked with hundreds of small business owners throughout my career. I've managed their business books and guided them in making business decisions that propelled their success.
I've filed their tax returns and helped them save thousands in taxes from effective tax planning.
I've seen firsthand how important it is to be in control of your business finances - which is exactly why I created the Profit Playbook!
Qualifications & Professional Certifications...
for your peace of mind