FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I won’t say no to anyone. I am here for you.
- What is your typical process for working with a new customer?
Beginning by understanding your cash flow needs, your potential assets, your potential liabilities, your experience, and of course your business before ultimately providing you with optimal solutions and accelerating your success. If I can’t find the optimal solution to help you through a rough patch, help restructure/grow your business then I’ll have to let you know. Please be advised that I would not feel comfortable with advising anyone with making ill-advised decisions. Integrity is my priority.
- What education and/or training do you have that relates to your work?
Licensed CPA, B.S. in Accounting from University of Illinois at Chicago, Fortune 500 company accounting, Public Accounting, Transaction Advisory and Banking experience