Profile

Financial Advisor / Wealth Management

Finance

B2B Coast to Coast

B2B Member

With extensive expertise in business development for bookkeeping and accounting, I specialize in guiding businesses and nonprofits with annual revenues from $1 million to $10 million. My role focuses on forging strong client relationships, optimizing financial operations, and supporting growth through tailored financial strategies. With a results-oriented approach, I work closely with clients to ensure seamless integration of accounting solutions that empower informed decision-making and foster financial stability. By combining industry insights with a commitment to personalized service, I help organizations streamline their financial processes, enhancing both efficiency and strategic value.

CFO Services Group

Business Development Manager

1101 Pennsylvania Avenue NW, Suite 300

Washington

District of Columbia

20004

Is your organization too small for a full-time accounting department but too large to handle your monthly accounting needs efficiently?

Do you spend countless hours balancing your books, invoicing, and following up on collecting payments?

Do you need help managing payroll with an evolving team?

Are your accounting systems streamlined and efficient?

Would your strategic planning be enhanced with the input and unique perspective of a senior Chief Financial Officer (CFO)?

If you answered yes to any of the above, CFO Services Group is the partner to help your business grow.

Outsourced Accounting and Bookkeeping
CFO Services

$1 million-10 million organizations. Specializes in non profit accounting.

1-19

$1M-$15M