Selected work
Representative project work
Examples of business & financial advisory work. Client names are left out. Investing involves risk, including loss of principal. Past performance does not predict future results.
01Monthly Numbers
Monthly books and a one-page summary for a caterer.
Bookkeeping02Forecast Build
A twelve-month forecast for a trade company.
Forecast03Funding Application
A bank loan application for a community business.
Funding04Tax Review
A review of tax and VAT planning for a small firm.
Tax