Strategic Partnerships
We collaborate with trusted professionals to provide comprehensive financial solutions.
My Approach to Professional Collaboration
I look for professionals who share a thoughtful, client-focused approach to their work. When values align, referrals feel easy and collaboration flows naturally. Strong collaborations are built on mutual respect, shared values, and the foundation of know, like, and trust.
My referrals are based on personal experience working with professionals and alignment of values — not just industry credentials. I take time to understand how you serve your clients and what drives your work because I want to make referrals that truly benefit everyone involved.
I'm particularly interested in connecting with CPAs who focus on tax preparation but don't offer daily bookkeeping services. This creates a natural collaboration where we can support each other's clients without service overlap — a true separation of duties model where specialized expertise in different areas creates better outcomes for business owners.
If you're interested in exploring a professional collaboration, I'd welcome the conversation.
Types of Professional Collaborations
CPA Network & Financial Advisors
Collaborating with tax professionals and financial advisors to provide comprehensive financial support for business owners.
- Tax preparation coordination
- Audit support and documentation
- Investment and retirement planning
- Strategic tax and financial planning
Legal Professionals
Working alongside business attorneys to ensure clients receive coordinated legal and financial guidance.
- Business entity formation
- Contract review and drafting
- Regulatory compliance
- Legal document preparation
- Intellectual property protection
Business & Personal Coaches
Partnering with coaches who help business owners develop leadership skills and achieve their professional goals.
- Leadership development
- Business strategy coaching
- Personal productivity training
- Goal setting and accountability
Technology Partners
Collaborating with technology professionals to provide integrated solutions for business financial systems.
- Cloud-based accounting systems
- AI consulting and automation
- Automated reporting tools
- Integration solutions
- Data security and backup
Interested in Professional Collaboration?
If you're a professional who shares similar values and serves business owners with integrity, I'd welcome a conversation about how we might support each other's clients.