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Work Background
CLEARPATH ADVISORIES, LLCLead Strategist
May. 2025Mesa, AZI lead a team that provides bookkeeping and fractional CFO services to help small and midsized businesses gain financial clarity and make smarter decisions. My role includes developing customized financial strategies, improving cash flow, and streamlining reporting—all to support sustainable growth and tax savings. Key successes:
✅ Partnered with 30+ businesses to improve financial visibility
✅ Increased client cash reserves by up to 20%
✅ Reduced tax liabilities by an average of 10% annually
✅ Achieved 95% client retention through personalized, proactive service
DMT LOGISTICSOwner
Mar. 2014Tempe, ArizonaMilk Hauling/Milk Transportation. We are one of Arizona’s top premier Milk Haulers in the Phoenix Metropolitan area. Check out our website to learn more. www.azdmtlogistics.com
MDBugs Pest & TermiteCorporate Manager
Mar. 2010
Trio T Consulting, LLC.Owner
Jan. 1996Bookkeeping/Accounting Specialist. Specializing in Setup, Cleanup and training of Quickbooks and other accounting programs. Will also provide monthly bookkeeping tasks such as A/R, A/P, G/L, P/R and month end reports.
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