I started Gold Oak Financial to help business owners gain a clearer understanding of their finances and make better-informed decisions.

Financial statements can show you what happened, but they don't always explain why revenue, expenses, or profitability are changing - or what those changes mean for the business going forward.

My goal is to make financial information easier to understand and more useful. Through clear monthly reporting, practical financial analysis, budgeting, and forecasting, I help business owners get a better picture of what's happening in their business and where they may need to focus.

I enjoy turning financial and operational data into information that helps answer questions like:

Why did revenue change? Are expenses tracking as expected? Is the business generating enough cash? Which areas are most profitable? What should we expect over the next few months?

My background is in healthcare financial reporting and performance analysis, where I've spent more than five years developing reporting solutions, improving financial processes, and helping business leaders understand what's driving performance.

As a Chartered Professional Accountant (CPA), I bring a combination of financial expertise, analytical thinking, and a practical, business-focused approach to helping owners keep their finances organized, understand their results, and plan ahead.

Outside of work, I love travelling (specifically cruises), cooking outside, and spending time in nature.