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My entrepreneurial journey began at age 11, working alongside my father in his business. Those early experiences taught me something most CPAs never learn in a classroom: business owners don't just need someone to count the numbers—they need someone who understands how to use those numbers to drive growth, manage risk, and build lasting value.
That realization shaped my entire career.
After decades as an auditor, CFO, and advisor across industries, I saw the same pattern: owners were working hard, revenue was growing, but financial clarity wasn’t. Decisions were being made based on gut feel and bank balance—not a clear view of profit, cash flow, and risk.
That’s where the right framework changes everything.
