I serve small small business customers like:
Entrepreneurs, solopreneurs, freelancers, contractors, very small companies, individuals.
I can help or show you how to:
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Understand your cash flow so you don’t run out
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Organize your financial records so you feel in control.
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Streamline your bookkeeping with automation to save time.
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Get your financial records organized and secure
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Develop processes to select reliable, paying customers.
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Evaluate your cash flow to pursue new opportunities with confidence.
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Prepare financial statements and explain them in simple language.
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Support you in making banking and other financial decisions
I am happy to provide a free consultation — or more if you need it — with no pressure. Reasonable rates.
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Now, is a great time to organize 2024 records and get ready for 2025.
As both a independent consultant and executive for many years, I know how to listen to, work with and mentor professionals from many industries. I enjoy helping them use financial information to understand their business, markets and strategy.
Now, is a great time to organize 2024 records and get ready for 2025.
CONTACT INFO
APPS
I am Quickbooks Level II certified and can help you use other apps as needed.
EXPERIENCE
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Decades as business and technical consultant
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Senior executive in public companies
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Fundraising executive in major research university
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Mentor & teacher of graduate students & early career researchers
EDUCATION
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Ph. D., Physics, University of Maryland, College Park, MD
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MS, Physics, University of Maryland, College Park, MD
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BA, Physics, Clark University, Worcester, MA
