Don The Money Man, LLC: As a CPA, I provide Chief Financial Officer Advisory Services. I can help small to medium-sized businesses with accounting issues, budgets, insurance renewals, and benefits renewals, as well as evaluate expenses for reduction and more.
I provide personal financial coaching to higher-earning individuals and couples needing financial guidance. Services range from spending plans to building an emergency fund, debt reduction planning, and setting both short-term and long-term goals.
After retiring from a long career as a Director of Finance in real estate development and apartment property management accounting, I wondered what to do next. As a lifelong learner of business and personal finance topics, I have decided to offer Chief Financial Officer Advisory services to utlize my extensive business knowledge.
My goal is to provide businesses with a higher level of service than they currently receive, as well as to educate my clients on what their business financial statements are really telling them.
