UNIQUE FEATURES
What sets Blooming CFO apart from other consultants? Drive, and determination to help you succeed. Blooming CFO listens to your challenges and together we will set up a successful plan and go to work, so you can soar.
World Class Service
Quality Matters. The key to your success.
A Partnership
We are here for you every step of the way
Diverse Team Members
Work with a group of diverse qualified members for all your needs.
About Me.
At the age of 19, I was a Investment Broker and became one of the first youngest CFP's in the industry. I worked with high end clients providing world class financial planning and have built multiple businesses in diverse industries for the past 25+ years, grossing up to 8 million in sales a year. I know what it is like to start and grow a business in an always changing industry. This has taught me how each business is different and unique and how to tailor your accounting to set you up for growth, stay ahead of an ever-evolving industry so you can have continued success. I have studied and work with the best in the industry, Clear Path To Cash, DopeCFO, and NACAT, and I look forward to working with you.
Education
2023-always staying current
Clear Path To Cash
Pathfinder
CFO services. Providing expertise in financial management and advisory services. Covers technical financial concepts and structural aspects of building an advisory service program, focusing on financial advisory mismanagement, mastering working capital cycle, increasing cash flow speed, and understanding profit vs cash, a d leveraging financial tools for business growth.
2022- always staying current
DopeCFO
CFO services specific to the Cannibis and CBD Industry. Providing world class GAAP accounting, providing education, proven modules, systems, work papers and templates to guide accounting professionals and owner/operators along every step of the way to operate compliantly and be successful.
2014-2018
BAS Health Studies-Allied Health. I studied various health modalities and management. This included Herbology, Ayurveda, Aromatherapy, essential oils where we studied the various compounds and their benefits.
Sienna Heights University
1989-
Certified Financial Planner
A Certified Financial Planner (CFP) creates holistic financial plans to meet the unique financial goals of their clients. Prepares financial plans for review and implementation, participates in financial meetings and works with a team of advisors. Constructs investment portfolios for wealth management.
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