
As a seasoned CPA with over 21 years in the field, my passion lies in the exciting world of real estate. Starting in a large, top 200 CPA firm, I've journeyed through regional firms and independent practice, and am now steering a boutique CPA firm with a dynamic team of six. Over the last decade, we've specialized in the real estate sector, providing valuable services from consulting and accounting to tax planning and CFO services. We're adept in popular accounting software such as Appfolio, Buildium, Bill.com, Intacct, and QuickBooks, allowing us to give you real-time data and manage cash flow effectively. In addition to this, we conduct tax planning, preparation, and cost segregation studies to boost tax deductions and lower investment costs. We're proud to serve a diverse clientele, including commercial and residential real estate investors and wholesalers. Not only do I work with numbers, but I also invest in them. As a private money lender and residential real estate investor in Central Kentucky, I've supported numerous real estate investor clients since March 2020. To date, I've funded over 102 properties, translating to more than $6.1MM in loans. When it comes to my own real estate investments, I focus on single-family and multi-family residential properties, acquired using the BRRRR method with personal funds and private money. This has been an exciting journey, and I look forward to helping others navigate the profitable path of real estate investing.
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