Portfolio Category: Education Coordinator

As a smaller business, wouldn’t it be great if an expert could quickly analyze your past financial performance and develop steps to improve your financial, people management, and operational processes, all at a reasonable cost? I provide the financial expertise that business owners need to adjust how their business runs going forward. As the Managing Partner of CFO Signature Solutions, I bring 25 years of diverse experience in accounting and finance, with tactical and leadership roles at large and small companies. I partner with you to identify trends from past performance so that we can devise and implement pragmatic improvements to get you from “Point A to Point B.” I outsource the financial function for you in three main areas: ⎷ FINANCIAL PLANNING & ANALYSIS – I create and manage several functions, including budgeting, forecasting, KPI Development, and reporting, all to make certain you are on track to meet your…

Regardless of the level of wealth, my team and I have always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important.