I am a Certified Public Accountant (CPA), and I love all things finance. 

I am particularly passionate about getting new solo entrepreneurs started off on the right foot in order to avoid the costly mistakes that so many entrepreneurs made before them, as well as redirecting seasoned entrepreneurs that simply want to get their finances in order.

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First and foremost, I believe my passion comes from wanting to see everyone win (and have money)!  Secondly, I believe it comes from me naturally being a numbers-person. 

Once you begin to understand and analyze the various numbers in your life, you will be amazed at what can be revealed and corrected by simply finding the relationships in those numbers. 

Sidenote:  One of my favorite TV shows is NUMB3RS - look it up if you ever get bored and need something to watch, you will be blown away at the mysteries that everyday numbers can solve.

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I started my career in healthcare insurance for the first 3 years.  I then shifted to healthcare internal audit and risk consulting for the past 13 years.  During this time, I have worked for a top 10 public accounting firm as an Audit & Risk Manager, two county hospitals, and a top 10 Fortune 500 healthcare company that specializes in pharmaceuticals, supplies, and information technology.  

One of my audit and risk specialties is data analytics - playing in numbers makes my heart smile.  As I grew my expertise in this area, I realized there was a need for data analytics for personal finances and small business owners that could help grow their business and overall wealth.  Many times entrepreneurs have a plethora of data available to them that can guide them to a successful business, but just do not know how to use it, or simply do not realize it exists.