Areas of Expertise

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Human Resources and Training

Need questions answered for your human resources? Need help designing effective training and tracking the progress of your teams?

Let me make this simple and easy so you can focus on your business. I can assist with all your HR needs, including human resource policies and selecting benefits, designing and delivering effective training materials, and implementing employee policies (time off, travel expenses, etc).

 

Leadership and Performance

From coaching guidance to full performance management programs, let me help you create the processes and policies that will make your employees successful.Whether you have new leaders, or seasoned veterans, I can tailor leadership coaching to hone their skills and increase the performance and loyalty of their team.

Tax Preparation

Experienced and CTEC certified paid tax preparation; whether you need your business taxes completed, want to make sure your personal taxes are getting you your best refund, or need both business and personal. I can help you get the deductions you deserve and ensure you're informed every step of the way. Tax time can be stressful and scary, but even if your books are a mess, I can help you sort it all out and get you filed accurately! Bonded and insured.

 

Daily Operations

Need help selecting accounting software that fits your budget (even if that budget is $0)? How about setting processes that track your expenses and ensure you're properly reporting everything at tax time? Need to know how to pay yourself, your employees, or what is required when you use your own vehicle for business versus buying one through your business? Specializing in daily operations, I can help you setup easy processes that make your business as simple as possible, while remaining compliant for tax time. 

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Why choose me?

I'm qualified, and I care about your results! I'm here to help as long as you need me, with no question too big or small. I also offer on-going support on an as-needed basis once the primary work is complete. Share your needs or struggles, and I'll show you how I can help you and your business improve and thrive.

Some of my key qualifications include: 

  • 20 Years of Organizational Leadership and Human Resources experience across multiple disciplines

    • Customer Service

    • Fixed Operations

    • Field Operations

    • Production

    • Sales and Marketing

    • Logistics and Supply Chain

    • Inventory Management

    • Non-profit Organizations

    • Business and Personal Tax Preparation

  • 15+ Years of Training Design Experience

  • 10+ Years of Successful Startup Experience

  • Entrepreneurial Experience

  • Senior Management Experience

  • Executive Leadership Experience

  • Education includes:

    • M.S. Engineering Management, Program and Project Management, including TQM and Finance

    • B.S. Business Administration, Economics

    • Six Sigma for Process Improvement Certification

    • CTEC Certification for Tax Preparation

    • SPHR® Certification

We are not a law firm, and do not provide legal services or guidance. If you feel you need legal counsel, please reach out to a qualified lawyer in the area needed. Our services provided are strictly business consulting or tax preparation.