I am a 30-year entrepreneur and owner of a successful accounting practice, Charter Accounting, where I have helped thousands (literally over 1000 returning clients per year!) save money on their taxes and make giant strides in building their personal and business wealth.
In my accounting business, I have a team that helps me, but my personal secret sauce is that I love the subject of money.
I began my 30-year career as an entrepreneur soon after completing my MBA. During that time, I have purchased and scaled seven smaller accounting firms into Charter Accounting, an Atlanta, Georgia firm that has a client base consisting of over 1,200 ongoing clients. I don't just advise clients- I have built and scaled the accounting business and multiple other enterprises with partners and along side clients. I don't give strategy I help execute!
Life is not about money, but business definitely is and without a doubt having a handle on your money makes all of the other parts of life easier and more enjoyable.
There are a lot of people out there talking about money but really who are they? Have they started at basically zero 30 years ago and built a multi seven figure empire? Have they purchased and scaled multiple businesses valued in the multi tens of millions? Most have not.
It is easy to talk about the topic of money. The topic is all over the internet, but do you know someone that can actually hold your hand through the process of improving your money situation?
Through the lens of money and business, I guide entrepreneurs and individuals to change their money mindset and build their money muscles so they can have the life that they only think is beyond their highest expectations.
By having a clear money plan and developing the money muscles needed to make the attraction and accumulation of money second nature clients are able to have success in their finances. But the success doesn’t stop there it continues into the other areas I consider alongside money to be the pillars of success; relationships, health and time.
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1020 Cambridge Square, Ste. A
Alpharetta, GA 30009
Call us at: 770-671-0021
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