How I can help you

I am a financial and management consultant who helps clients better manage their financial situation. As a CPA, I know how financial transactions should be recorded to gain a financial picture of business performance. In addition, I am proficient in the area of financial planning and analysis, an area that gives companies headlights into where theyre headed, not just where theyve been. I am also experienced with assisting companies through mergers and acquisitions including planning for the successful integration of one company into another with minimum disruptions. I have spent my career working in the corporate world working for large and medium-sized companies. I hve applied my expertise across several different industries: professional services, consumer goods, IT software, healthcare and food distribution.

Areas of Expertise

  • Accounting & Finance
  • Business Plan
  • Management & Operations
  • Strategy Development

Industry Experience

  • Professional Services
  • Wellness, Healthcare, & Home Health

Steve O'Connell

Communication Methods

  • In Person
  • Phone
  • Video