Clients served

Closely held service businesses from conception and start-up to $5 million

Creative Professionals

Graphic Designers, Interior Designers, Jewelers, Mastering Engineers, Musicians, Metalwork Artists, Photographers, Printmakers, Tattooists, Videographers, Visual Artists, Woodworkers

Let’s make you comfortable with the numbers around your business and taxes so you can confidently focus on your creative work.

Photographer Kristina O’Brien in action courtesy Siobhan Bogle

Female healthcare provider smiling over monitor

Healthcare providers

Audiologists, Chiropractors, Dentists, Dieticians, Direct Primary Care, LCPC, LCSW, Occupational Therapists, Optometrists, Orthodontists, Physical Therapists, Physicians, Podiatrists, Prosthetists-Orthotists, Psychologists, Speech Therapists, Surgeons

I understand healthcare’s third-party payer system and regulatory framework to help optimize your business and maximize revenues.

Two men reviewing architectural plans

Service professionals

Architects, Construction Managers, Consultants, Engineers, Event Coordinators, Landscape Architects, Lawyers, Marketers, Personal Trainers, Property Managers, Real Estate Brokers, Veterinarians

I’ve worked with professionals from dabbling freelancers to multi-state firms with dozens of employees.

  • You’ve worked hard to develop your expertise and you love your work.

  • You want your growing business to be flexible, profitable and resilient.

  • You value thoughtful questions, critical analyses and direct communication from your partner professionals.

  • You understand that your participation is essential to achieve changes and results from business plans.

Let’s find out if we make a good team.