Strategic Financial Services

30+
Years of Dedication
1000+
Returns Prepared
ESTABLISHED EXPERTISE
Strategic Clarity for Your Financial Future
As a lifetime Jacksonville native and graduate of the University of North Florida, I have spent most of my career focused on small business. I spent the last two years of college interning with a local CPA firm where I started my career there after graduating. Over that 5 year span I learned tax preparation, tax planning and financial statement preparation. I then ventured into private industry for the next 27 years, most in the construction and real estate development industries. I rose to CFO, where I spent my last 12 years in that role with two companies. The first was a contractor referral network funded with venture capital. This introduced me to a sophisticated corporate structure with a board of directors, multiple forms of capital and managing a year end audit performed by outside CPAs. After that company was sold I moved back the the construction industry with a commercial general contractor. That company operated through the Southeast and beyond and grew to 150+ employees.
Upon my retirement in 2022 I focus my efforts on my practice which I started when I earned my Florida CPA license in 1996. I have always enjoyed working with small businesses, helping owners decide on a business structure, teaching ways to maintain financial records to make it easier at tax times and helping with strategies to reduce taxes.
Strategic Financial Growth
I provide the financial clarity and strategic tax optimization necessary for start-ups and small businesses to thrive in today's landscape. Our consultations go beyond bookkeeping to deliver actionable insights that drive sustainable progress.

Professional Clarity. Gain a deep understanding of your financial position with precisely prepared statements that meet every regulatory standard.

Strategic Optimization. Minimize liabilities and maximize business growth with expert tax preparation, proactive planning, and optimization strategies.

Founder Focus. Specialized entity formation and tailored consultations designed to help ambitious start-up founders navigate financial complexity.

Partner for Strategic Financial Clarity
Whether you're a burgeoning start-up or an established small business, my tailored accounting and tax solutions are designed to help you thrive. Reach out today for a consultation and discover how we can optimize your financial trajectory.





