I have worked in the financial services industry for 25 years in various leadership roles. After spending a large part of my career serving small businesses and sitting on numerous nonprofit boards, one area is consistently an issue, understanding financials.

• What is the balance sheet, what makes it “healthy” and why is it so important?

• Top-line revenue on your profit and loss not translating into the bottom line income you expect?

• I’m showing a profit but why don’t I have any money in my bank account? Cash is king but where is it all going?

My passion is helping your organization succeed in reaching your goals and objectives so you can spend time doing what is most important for you, your family, your business or your mission.