Specialties
Franchises
With 25 years advising both franchisees and franchisors, I know what drives a franchise business forward. As a Controller, I built systems that keep multi-unit operations efficient and profitable. As a Tax Advisor, I help franchise owners streamline structures, strengthen cash flow, and reduce taxes—freeing them to focus on growth. This dual insight lets me spot opportunities faster and guide franchise networks that want to advance with clarity and confidence.
Move your franchise forward – Schedule a Consultation.
Construction & Real Estate
With 20+ years advising real estate developers, builders, and contractors, I help clients streamline entities, capture deductions, and minimize tax exposure—keeping cash flow strong and compliance steady. My insight in construction and real estate tax planning helps projects move forward with clarity and confidence
Ready to move from reactive to proactive? Let’s build a tax strategy that strengthens compliance and drives growth.
Startup Advisory Services
With 20+ years advising entrepreneurs and new business owners, I help clients streamline entity structure, capture deductions, and minimize tax exposure—keeping cash flow strong and compliance steady. My insight in startup finance and tax planning helps founders move forward with clarity and confidence.
Ready to move from reactive to proactive? Let’s build a tax-smart structure and funding plan that fuels long-term growth.
First Coast Financials™
First Coast Financials™, are the foundation of my 3-part Navigational Fractional CFO system. These financials are an essential tool to navigate your business and give you a foundation of truth you can trust.
Without accurate, up-to-date books, every financial decision is guesswork.
First Coast Cash Compass™
First Coast Cash Compass™, is more than a report, it’s a navigational tool that helps you chart the right course to avoid surprises.
Is your 2 a.m. problem worrying how you’ll pay all the bills?
The Cash Compass shows where every dollar is going, and forecast dollars coming in.
Tidal Metric KPIs
Tidal Metric KPIs are designed to chart your financial momentum—helping you run your business efficiently, anticipate shifts in the economy, and spot early signs of financial storms before they reach your shores.
With the insight from these KPI’s, you’ll know when to push for growth, when to steady the ship, and how to stay in control.
Heade
At First Coast Tax Advisor, you get more than tax preparation—you gain a trusted partner who helps you move from uncertainty to clarity, and from complexity to confidence.
For more than 25 years, I’ve guided individuals and business owners across multiple states toward stronger, more predictable financial outcomes. I simplify the numbers, explain the “why,” and help you make confident decisions that keep you on course.<
With a background as a Controller and Tax Manager, I understand both personal finances and business operations—so your plan works in real life, not just on paper.
My mission is simple: to provide clarity, confidence, and direction—so you can focus on what matters most, knowing your financial future is guided with care and expertise.
Let's Get Started
Application Across Industries
Franchises
With 25 years advising both franchisees and franchisors, I know what drives a franchise business forward. As a Controller, I built systems that keep multi-unit operations efficient and profitable. As a Tax Advisor, I help franchise owners streamline structures, strengthen cash flow, and reduce taxes—freeing them to focus on growth. This dual insight lets me spot opportunities faster and guide franchise networks that want to advance with clarity and confidence.
Construction
& Real Estate
Construction & Real Estate
With 20+ years advising real estate developers, builders, and contractors, I help clients streamline entities, capture deductions, and minimize tax exposure—keeping cash flow strong and compliance steady. My insight in construction and real estate tax planning helps projects move forward with clarity and confidence.
Ready to move from reactive to proactive? Let’s build a tax strategy that strengthens compliance and drives growth.
Startups
Startups
With 20+ years advising entrepreneurs and new business owners, I help clients streamline entity structure, capture deductions, and minimize tax exposure—keeping cash flow strong and compliance steady. My insight in startup finance and tax planning helps founders move forward with clarity and confidence.
Ready to move from reactive to proactive? Let’s build a tax-smart structure and funding plan that fuels long-term growth.