Growing businesses often reach a point where they need professional advice, but can't afford a full-time CFO or controller. I have been consulting with my corporate clients on virtually all aspects of their operation for the past 20 years. My work experience goes beyond traditional accounting functions and includes growing a retirement plan services firm from $250 million to over $4 billion in 9 years. More recently, my tenure as a managing director of one of the largest financial services firms in the Mohawk Valley surprisingly lead to 8 of us breaking away to form Ascent Wealth Partners, LLC. I am now excited to lead the retirement plan division of a cutting edge boutique financial services firm sporting a veteran team of financial professionals.
My business clients hire us for their tax and accounting needs, but more often these discussions lead to other areas of their business such as marketing, sales, IT and personnel/management. It’s my personal goal to add value to our relationship in as many ways as possible.