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Who I'm looking for.

Owner-operated businesses, especially healthcare practices and restaurants, who want one person for the books, the tax planning, and a monthly conversation.

I take on a small number of clients, and I do it on purpose. It's how I stay close enough to your business to be useful.

If you're tired of managing several vendors who don't talk to each other, or nobody has ever looked at your numbers with you and explained them, that's who I'm looking for.

Lichen is a fungus and an alga that stopped competing and built something neither could alone. That's the kind of working relationship I'm after.

If that sounds like you, let's talk.

No cost, no pitch, and I'll tell you honestly if I'm not the right fit.

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