Hi!
I help business owners and high-net-worth individuals get more organized and confident with their finances. My background spans accounting, sales, and financial services, so I understand both the numbers and the people side of money.
SMB Business Services #
Monthly Accounting & Automation - Starting at $850/month
- AP invoice processing, Quickbooks/Xero management, financial reporting
- AI-powered workflows for lead gen, customer follow-ups, and operations
- Basically anything repetitive that wastes your team’s time
Outsourced Account Executive - Starting at $4k/month + commission
- Help technical founders get in front of technical buyers
- Move from beta to market validation, 0→5 customers
- Product feedback, ICP identification, closed deals
Personal Financial Coordination - Available hourly or retainer
- Tax planning, cash flow management, vendor coordination
- Bridge between you and attorneys/advisors/stakeholders
- Succession planning and wealth management support
Why work with me? #
I’ve seen money from both sides: the meticulous detail of accounting and the strategic big picture of sales. This unique blend lets me help with:
- Reporting & cash flow that actually makes sense
- Tax optimization for entrepreneurs and investors
- IT systems that talk to each other (finally!)
- Coordination with your legal/financial team
- Discretion around personal wealth and succession
Available on a contract-to-hire basis to simplify your financial life, giving you more time for the lifestyle and people that feed joy.
Book a meeting to discuss your specific situation. Quick calls, no pressure, just clarity.
Call me directly: 415-496-5914
PS: I have a master’s in accounting, enjoy managing my properties, play tennis, and love taking my kids outside around Marin.
Posts
12 May 2026
My AI Daily Briefing: How Perplexity Computer Saves Me 30+ Minutes Every Morning
The Morning Chaos Problem #
Every morning used to start with the same stressful routine: checking multiple calendars, scanning emails for urgent follow-ups, triaging my task list, checking the weather to dress my kids appropriately, and trying to remember what business-building activities I should prioritize.
As a business owner and parent, I was spending 30-45 minutes just figuring out what to do before I could actually do anything.
The Solution: An AI-Powered Daily Briefing #
I built a system using Perplexity Computer that creates a personalized daily briefing by connecting to all my data sources:
14 Jan 2026
3 Tax Changes for 2025 Every Business Owner Should Know
California continues to evolve its tax landscape, and 2025 brings several important changes that affect small business owners, freelancers, and corporations. Here are three significant changes you need to know about.
1. Updated California Franchise Tax Rates & Brackets #
California adjusted its personal income tax brackets for 2025 to account for inflation. This affects:
- Self-employed individuals paying California income tax on business profit
- S-Corp owners taking distributions and W-2 wages
- Sole proprietors reporting business income on Schedule C
The top marginal tax rate remains at 13.3% (the highest in the nation), but the income thresholds where you hit higher brackets have shifted upward. If you’re close to a bracket threshold, this could impact your tax planning strategy.
8 Dec 2025
Agents still can't do job applications
The Problem #
It takes forever to find companies worth applying for, find openings, tailor resumes and cover letters and apply for jobs. There’s multiple chrome extensions and even an ‘AutoApply’ service that blends humans and AI to do it for you. Lifymycv, JobScan, etc..I tried browseruse (agentic browser), hyperbrowser and suna. All failed miserably as the ATS (ashby, etc…) were different for each company. LinkedIn banned me after 20 minutes. Agentic browsing is still hard - you have to give the agent your credentials for LinkedIn and stop it along the way.
15 Nov 2025
Bot Text Messages: A Missed AI Opportunity
The Problem #
As someone actively looking for tree services, I was surprised to receive automated text messages from two different tree service providers. Great targeting. The outreach was automated - clearly generated by a bot to reach potential customers. However, when I responded with interest by replying “YES” to their offers, there was no automated follow-up.
This is a classic example of a half-implemented automation strategy. The business invested in automating the outreach but failed to automate the most critical part: the response handling.