FAQs
- What is your typical process for working with a new customer?
I don't charge for the time spent on the exploration of what you as a customer needs from me. It's important that we determine whether my services are a good fit before executing, and I will often make recommendations if not.
- What education and/or training do you have that relates to your work?
I have >10 years of experience working finance across multiple companies from smaller privately held startups to larger publicly traded companies.
- What types of customers have you worked with?
I've worked with a wide range of customers, from individuals managing basic budgeting projects, to companies with >$100M annual rev on in depth financial strategies.