I founded Power Forwards in 2011 to pursue the vision of helping small and medium sized business owners in an in-depth manner to help navigate through financial strategy without having to hire a full-time CFO. Since operating I have worked with many small and medium sized private companies helping many of them grow into sustainable businesses. I have also worked with more companies who have been in existence for a long period of time to help redesign and improve performance of their financial strategy.
My focus with my clients is to have a financial budget and strategy that is consistent with their overall strategy of their business and most importantly as sustainable as possible. I have experience coordinating with business owners external accountants, lawyers, financial advisors, and lenders.
I have previously worked in public practice accounting as well as the insurance industry focusing on succession and tax planning for business owners. I am a Canadian Chartered Professional Account, Chartered Accountant designated professional. I was awarded in 2015 an Early Distinguished Acievement Award by the Alberta Insititute of Chartered Accountants for combination of community service and professional achievement. Giving back to the community is something that is important to me having volunteered in many different capacities each year.