205-612-5386

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205-612-5386


  • Home
  • Business Solutions
  • Contact Us

Business Solutions

Preventative Healthcare Benefit Solutions

As an Independent Broker

I partner with employers to build smarter, more sustainable employee benefit strategies. I’m not tied to any one carrier — my only loyalty is to my clients and their employees.


I focus on programs that increase take-home pay, reduce out-of-pocket costs, and strengthen employee well-being — while driving measurable savings for employers.


To make meaningful benefits accessible, affordable, and impactful — not just for compliance, but for culture. 


Finance

Business Plan Development

Finance and Strategic Alignment Planning

Financial Budgeting, Planning and Analysis

Investor Relations and Stakeholder Management

Risk Management and Corporate Development

Working Capital Strategies

Sell Side Diligence and Quality of Earnings

Fund Raising: Equity or Credit

Access to our Expansive VC and PE Firm Contacts

Contract CFO


Accounting

Bookkeeping

Restructuring of Accounting Records

Design and Implementation of Internal Controls

Mitigation of Internal Control Deficiencies

Contract Controller

Payroll and Related Services

Accounting Systems


Operational Support

Operating Policies and Procedures Development

Client Engagement Strategies ~ Customer Success

Development of KPIs and Related Reporting Process

Contract COO

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