Professional Services

Analytics and Advisory

Data analytics has revolutionized accounting and finance. Small and medium sized businesses have greater access now than ever before to harness the power of analytics and automation. Low-cost, powerful tools will enable your business to cut down on manual administrative labor, improve transactional accuracy, and streamline business processes.

My professional experience has demanded mastery across Microsoft’s suite of products.

  • Deploying Power BI data analytics, reporting, and automation

  • Maximizing Excel capabilities through Power Query and dynamic array functions

  • Integrating SharePoint cloud-based data storage and more


Accounting Services

Every business requires accurate and timely financial reporting to be successful. For small or medium sized businesses, this can be a daunting task. Having a professional CPA to guide, advise, and prepare financial information is key. Personalized services can range from financial statement preparation, review, or analysis to compliance.

My technical knowledge spans US GAAP, internal controls, compliance, and more.

  • Comprehensive financial statements with additional data driven insights

  • Internal control frameworks

  • Regulatory research and compliance

Request your free consultation today