For 25 years I have been the C.O.O., C.E.O., Founding Officer, Corporate Advisor, and Corporate Board Member in the US and multiple international markets. I am your organizational specialist as well as your business development strategist. My specialties are business structuring, charter development, business planning, document drafting/proofing, market analysis, market plan development, brand development, DMP, implementation strategy, sales market evaluation, price structuring, liability assessment, product branding and trust (estate) creation planning consultant. 

I operate under the principle that time is more valuable than money and I have no time for B.S.

Hi, I’m Nicci and I have been in the financial services industry in the US and multiple international markets for over 20 years. I’m ready to put that knowledge to work for you to help you organize your business financials, build business credit, and achieve financial freedom in your personal financial life.

If you find yourself feeling stressed and anxious about your business finances, not sure if your business can afford the strategic decisions you need to make related to your business operations, investing, and other financial matters. Are you completely overwhelmed and scrambling at tax time, let us be your financial partner.

Tired of paying more than your fair share of taxes every year and not being able to scale your business to or beyond six figures, let us help you with legal tax and accounting strategies to help you clear the financial fog.

It is absolutely our pleasure to assist you on this exciting journey and I guarantee that my team and I will work diligently to help you reach and exceed your financial goals.

WHAT CAN WE DO FOR YOU?

Not quite sure how to successfully navigate your personal or business finances?

We offer a variety of services specifically designed to meet your financial needs.

Tax Preparation & Planning

Individual & Corporate

Accounting & Bookkeeping

Business Credit & Funding

Virtual CFO Services

Personal Financial Consulting

Business Formation & Structure

Trust Creation Consultation

Tax Resolution

Let's discuss your goals and we can decide if we'll be a good fit to work together to create a customized service plan for you.

Please schedule a free consultation to discuss your individual needs.

SCHEDULE AN APPOINTMENT NOW