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.