As a accountant with 22 years of professional experience, I offer comprehensive financial services to help individuals and businesses achieve their financial goals. My approach combines analytical expertise with personalized strategies tailored to your specific needs and long-term objectives.
Entity Type: Individual or Business
Individual
Based In
Austin, United States
Education
MBA in Finance, Harvard Business School
Language Proficiency
German, Hebrew, Polish
Experience
22+ years providing financial guidance to individuals, with expertise in tax planning.
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Years of experience
22
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
All Services & Prices
Starting at $3400
Financial Strategy Consultation
Price: $3400
Comprehensive analysis and strategic planning for optimizing your financial position.
Business Plan Development
Price: $3919
Detailed business plans with financial projections and market analysis for startups or growth.
Ongoing Financial Advisory
Price: $130 per hour
Regular consultation and advisory services for continued financial optimization.
Featured Work
6 photos
See All
Frequently Asked Questions
What is your process like?
My process begins with a thorough consultation to understand your specific needs. After gathering requirements, I develop a detailed proposal and timeline. Once approved, I execute the project with regular updates and checkpoints to ensure your satisfaction.
What is your typical turnaround time?
Turnaround time varies based on project complexity. Simple projects typically take 1-2 weeks, while more comprehensive work may take 4-6 weeks. I always discuss timelines upfront and keep you updated on progress.
How do we communicate during the project?
I maintain regular communication through your preferred channel (email, phone, video calls, or project management tools). I provide weekly progress updates and am available for questions throughout the project.