Financial Clarity for Businesses & Individuals
With FinSight, financial clarity comes from three essentials:
• Clean books
• Insightful analysis
• Monthly/quarterly check-in
= Steady, optimized performance
FinSight works with:
Business owners – We talk through your financial goals and meet each month to keep your business performing at its best.
Individuals – With proactive tax planning and easy check-ins, we make sure you’re always in an optimal position come tax time.
Make your money work for you!
If cashflow feels unpredictable, tax laws seem confusing, and your financial future feels uncertain, you’re not alone.
With over 12 years of experience working for a Big 4 firm, small CPA firm, and across industries like oil & gas, healthcare, and technology, I help business owners and individuals turn complexity into clarity.
With FinSight, you’ll receive:
Customized financial analysis – Understand exactly where your money is going and how it can work harder for you.
Proactive tax planning – Stay ahead of ever-changing tax laws and minimize surprises.
Cashflow optimization – Improve your business and personal cashflow with actionable insights.
Industry-specific guidance – Benefit from strategies tailored to your sector and business model.
With expert guidance grounded in real-world experience, I’ll give you the clarity and confidence to make smarter financial decisions. No guesswork, no stress, just a partner helping your money work for you.
Click here to view my service offerings
My Commitment to You
1. Financial “Shark”
I will always hunt for the best financial and tax strategies for you!
2. Custom Financial Analysis
No more wondering what’s going on! Your financial reports will be relevant and actionable.
3. Tax Planning
We will communicate year-round so you’re in the most optimal tax position without any surprises when it’s time to file.
Let’s Talk!
Schedule a free consultation and we’ll create a strategy customized for you!