I lead a passionate and growing team of virtual cloud accounting, tax, technology payroll and HR professionals. Together we provide cloud-based financial solutions to entrepreneurs, family offices and small to mid-sized high-growth businesses mainly in eCommerce, SaaS, Fintech and Healthcare IT. I also advise global companies expanding to the US. Business owners and C-level executives appreciate my COO and CFO experience with technology startups and rely on me as a trusted advisor.
I advise clients on moving their accounting & back office functions to the cloud, automating processes to save time & money. Giving clients timely, accurate & meaningful financial and operational data for use in making better business decisions. All designed to help Global Entrepreneurs live the life they dream about! My Mission!
I am a wine enthusiast and remain an active and competitive tennis player. More recently, I sold everything I owned, purchased a boat, moved to Florida, and work and live on it. The ability to work virtually, which I created, has enabled me to pursue my passion for travel and live our Mission.
Innovative, resourceful and focused on the success of my people and our clients. Some have called me the “Grandfather of Cloud Accounting”. And I like that.