It's Q2 and an employee asks you how the P&L looks compared to this year's budget. You have no clue and don't know where to begin to get the right numbers.
You're rushing to the bank to open an account you need for a new business venture. The banker asks for business paperwork you've never heard of. No account today.
You've had a great year and your tax bill shows it. You're sure there's some way to lower your tax obligations but don't have the time to learn amidst working your deal pipeline.
Quickbooks is driving you crazy! You're seeing journal entries you know you didn't add, have a chart of accounts that doesn't match your business, and swear income is missing, but you can't find it.
Hi, I'm Andrew. With fifteen years of accounting experience and nearly a decade founding and running businesses, I know the structural problems that can slow down entrepreneurs. I love bringing order and predictability to small businesses.
I bring together industry knowledge as a CPA and an extensive understanding of modern tools like Quickbooks and other FinTech systems to automate and enhance every area of your business.
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Find tax savings hidden in plain sight by optimizing your business setup and maximizing deductions.
Establish new financial systems like Quickbooks, data dashboards, or create new legal entities.
Fix financial problems related to bookkeeping, accounting, data analysis, and legal structure.
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