Services
Wealth Management, Investing & Tax Advisory
Get clarity on your money and wealth creation goals.
As a CPA and financial advisor, I will build you a financial strategy that works as hard as you do. A wealth management plan is designed to help you grow and protect your assets through every stage of life. From long-term investing and portfolio design to proactive tax planning for both US and Canadian residents, I help you minimize liabilities, maximize returns, and make confident decisions with clarity—not complexity.
Business Coaching
Build a roadmap to achieve your business targets.
Take your business to the next level with coaching built for growth. I am seasoned at online lead generation, social media, and sales. I help entrepreneurs sharpen their strategy, improve operations, and build systems that create long-term sustainability. Together, we’ll identify bottlenecks, uncover new opportunities, and put practical frameworks in place so you can operate with confidence and lead with intention.
Brand collaborations
Partner with Alice To Expand Your Reach & Impact
I welcome all potential partnerships and collaborations! My audience is 90% US based, and interested in topics of personal finance, investing, accounting, and strategic finance. I post regularly on Youtube and Instagram. I am happy to discuss the possibility of featured integrations as well as dedicated videos, depending on the brands' goals and visions for the campaign.
Fractional CFO Services
Strategic finance at the fraction of the cost.
Get the financial leadership of a CFO without the full-time cost. I partner with business owners in the US and in Canada to bring structure, strategy, and visibility to their numbers—improving cash flow, forecasting, budgeting, and profitability. Whether you’re scaling, stabilizing, or preparing for a major milestone, I provide the financial insights needed to make smart, scalable decisions.