I started Gold Oak Financial to help clinic owners better understand their business through clear financial reporting and actionable insights. While financial reports show the results, they don't always explain why revenue or profitability is changing.

My goal is to help clinic owners better understand what's happening in their business through clear monthly reporting, practical insights, and straightforward recommendations. I enjoy turning financial and operational data into information that helps answer questions like: Why did revenue change? Are cancellations affecting profitability? Are we bringing in enough new patients? Where should we focus next?

My background is in healthcare financial reporting and performance analysis, where I've spent more than five years developing reporting solutions and helping business leaders understand what’s driving performance. As a Chartered Professional Accountant (CPA), I combine financial expertise with a practical, business-focused approach to help clinic owners make informed decisions with confidence.

Outside of work, I enjoy travelling on cruises, spending time in nature, and cooking outdoors on my smoker and Blackstone.