Areas of Expertise

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Business and Non-Profit Startup

Providing support in all areas of initial startup, from selecting what entity is best for you (Sole Proprietor, Partnership, LLC, Corporation, etc), to choosing your name and getting your business license or non-profit status. Whether you're a one person show, a group of volunteers, or a larger organization with employees from the get-go.

 

Human Resources and Training

You need additional people, but employees come with a host of employment laws that vary by state. Not to mention worker's compensation insurance, withholding, part time versus full time status requirements, salary versus hourly requirements, contractor versus employee risks and benefits, and a host of other questions that can leave you unsure about whether you're fully compliant with the laws.

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

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 figuring out what business insurance you should carry? 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. 

Even if all you need is an affordable expert on call to answer questions, contact me today to see how I can make your business life easier.

 

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.

 
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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