“I finally found a financial person who could make my numbers make sense to me. I now know what my financial statements mean, and I can use it to operate my agency.”

“Michele has an amazing talent for finding the root cause of an issue, building a plan of attack and processes to help reduce future issues. 

In the time we worked together, she rebuilt the reporting and accounting processes, which revolved around several unmanaged accounts with balances in the hundreds of thousands, which represented unrealized losses and risk. 

Her work helped us clean up our losses, clear the risk, and develop reconciliations we still use years later.”