Personalized Business Services

to Help You Succeed!

What I Do (and how i can help you)



Small business accounting services, tax preparation and compliance.

Interim Management

Audit Preparation

Financial Statements and Budgets

General Ledger Analysis and Reconciliation

Process Improvement

Development of Policy and Procedures

Serving primarily Fannin, Towns and Union (GA) and Cherokee and Clay (NC) counties.

No Obligation Consultation


Free consultation to discuss your business needs.

 I am prepared to help you at any level, from impartial advice or practical assistance to help you make the most of every business opportunity.  

Reasonable hourly rates

or fixed fee per project.

About Me


  A “hands-on” professional who can think on his feet, understands the value of time and money and is not afraid of the details. 35+ year experienced financial executive who has served hospitals and other healthcare facilities, non-profit organizations, and various small businesses.  Experience includes financial statement audit and internal audit, board and management presentations, financial analysis and reporting, tax compliance and preparation, treasury management, financing, litigation support, staff development, process improvement, data analysis, strategic planning, research, policy and procedures, troubleshooting and problem-solving.