Account Details

About Me

Headline

Helping Real Estate Investors gain financial clarity to level up with confidence!
Bio

After a 10 year career in corporate finance, it was my two kids that gave me the push into self employment. I was attracted by the flexibility, scalability and building a life I never wanted to retire from.

After many hours of soul searching, I decided to marry two of my passions: numbers + real estate. With over 10 years experience working in Financial Planning & Analysis as a CPA and the hands on knowledge of being a real estate investor with experience in single family, multi family, house hacking, BRRR projects, private lending and LP partnerships, I want to help demystify property/business finances for my clients!

My goal is to provide financial insight, foresight and oversight so that investors can gain clarity, have peace of mind and focus on propelling their business forward!

Professional

Profession

Accountant (Corporate)
Locations I Practice In

Canada, United States (US)
What do I specialize in?

I specialize in Fractional CFO Services!

CFOs (Chief Financial Officers) are often utilized by small and medium-sized businesses that may not require a full-time CFO but still need strategic financial guidance. They can help with financial planning, budgeting, cash flow management, financial analysis, fundraising, and other aspects of financial management. Hiring a fractional CFO can be a cost-effective way for companies to access high-level financial expertise without the expense of a full-time executive. 
Who do I serve?

Real Estate Investors of ALL levels!

My aim is to make financial management accessible for investors of all levels because it’s so crucial in protecting your wealth that you’ve worked so hard to build. Depending on your specific scale and growth aspirations, I have different service offerings customizable to your business needs.