About Me
I’m a seasoned accountant and strategic advisor with over 20 years of experience and a Master’s in Business Administration. My passion lies in serving childcare providers and assisted living providers—professionals who dedicate their lives to helping others, and who deserve the same level of care and expertise when it comes to their finances. I specialize in helping childcare centers and assisted living facilities bring order to financial chaos, uncover growth opportunities, and provide proactive guidance on everything from tax strategy to cash flow management.
What sets me apart is not just my technical knowledge, but my commitment to educating and empowering my clients. I believe that when professionals understand the “why” behind their numbers, they’re able to make smarter, more confident decisions for the future of their business. Whether I’m acting as a Fractional CFO, a tax strategist, or a trusted sounding board, my mission is always the same: to help my clients achieve lasting financial clarity, profitability, and peace of mind.
At the core of my work, I love helping professionals like you thrive—not just survive. I bring this passion and energy into every client relationship.
Overlooked Financial Problems That Hinder
Growth in Childcare and Assisted Living Businesses—
Affecting “Leveling Up”
1. Poor Cash Flow Management
Why it matters: Even high-revenue childcare centers and assisted living facilities can struggle if cash isn’t managed properly. Timing issues with receivables, delayed reimbursements, or uneven billing cycles can choke a business.
Impact: Difficulty covering payroll, late payments on expenses, and inability to reinvest in growth opportunities like hiring or expanding services.
2. No Strategic Planning
Why it matters: Too many professionals operate reactively—without forecasting, budgeting, or setting financial goals.
Impact: No roadmap for hiring, expansion, or investment; growth happens accidentally instead of by design.
3. Lack of Financial Visibility
Why it matters: Without accurate, timely financial reporting, childcare providers and assisted living providers are flying blind. Many don’t review P&L or cash flow statements regularly—or don’t understand them fully.
Impact: Missed opportunities, overspending, or underpricing services; no clear sense of what’s driving (or draining) profitability.
