Frequently Asked Questions

What types of clients do you work with?

I work with a wide range of clients, including individuals, small businesses, startups, and corporations. Whether you're just starting out or managing complex financials, I tailor my services to fit your needs.

What services do you offer?

I provide CFO and M&A consulting, business consulting, tax preparation for individuals and businesses, managerial accounting (bookkeeping), and financial planning. Visit the Services page for full details.

Are your consultations really free?

Yes! I offer a complimentary 15-minute consultation to discuss your financial goals and see how I can assist you.

Do you offer virtual meetings?

Absolutely. I offer both virtual and in-person consultations depending on your location and preference.

How do I prepare for a consultation?

To make the most of our time, please have any relevant financial documents, questions, or topics ready to discuss. If you’re unsure, just come prepared to talk about your goals and challenges.

In which states are you licensed to practice?

I am licensed as a CPA in Indiana and Texas and regularly serve clients in those states as well as Illinois and Florida.