Strategy - We get help from Sun Tzu, a 5th century BC military strategist, and Michael Porter, a 21st century Harvard Business School strategist, to guide us.
Tax - We treat the IRS as a grizzly bear. If you have already poked the bear, we help get it calmed and contained. If you have not poked the bear, we make sure it leaves you alone.
Accounting - We know that operating a business accounting system is not your 'sweet spot.' Our preferred model is a DIT (Do-It-Together) approach. We train you to create invoices, book revenues and pay expenses; we do the rest.
Risk Management - Helping you navigate risk and reward in a sea of threats and opportunities is our mission statement. And we are quite good at it.
Your compliance plan is becoming increasingly important, with the lease accounting standard changes from FASB/IASB and the approaching deadline. Learn how PowerPlan's Lease Accounting solution has helped organizations manage the new regulations, create a more efficient system for managing leases company-wide, and achieve full transparency into lease agreements ensuring compliance with the new standard.Learn more about us
I have over 25 years of experience in business. I have been a Certified Public Accountant (CPA) for over 20 years; an MBA from Babson College in Wellesley, MA; and BA from Gonzaga University. My work experience with PWC and Lloyds Bank in the ’90s were two of the most interesting jobs I have had. Working in New York with the PWC team and in London with the Brits at the Lloyds Bank Group was simply terrific. Additionally, I was founder and CEO of a financial technology company in Minneapolis, MN (GlobalBridge). While that experience nearly killed me, I did emerge as a seasoned business vet with an expert knowledge of how and why good business accounting can increase revenues, profits and business success. I like to say, “I use debits and credits as weapons of mass competition.”