A firm built the old-fashioned way.
I founded Homeshore America in 2009 after more than two decades in the nonprofit finance world. I'd seen too many good organizations struggle with cash flow problems that were, honestly, solvable, if only someone had taken the time to build the right systems, ask the right questions, and tell the truth about what the numbers were saying.
So that's what I set out to do. One business at a time. No offshore team. No call centers. No hand-offs to people who don't know your business. When you hire Homeshore America, you get a small, credentialed team that is personally invested in your outcome.
"The military taught me to show up, tell the truth, and finish what I start. Those rules still run my practice."
I'm a U.S. veteran, and the habits the service built into me are the same ones I bring to every client engagement: precision, accountability, and the kind of follow-through that makes business owners sleep better at night. I hold a Bachelor of Accountancy from Walsh College, I'm a Certified QuickBooks ProAdvisor, a CPCP® Certified advisor, and a RightTool Pro Expert. Between nonprofit leadership and private-sector advisory, I've spent over forty-five years inside the numbers, and I've learned that the principles of good cash flow don't really change across industries. Only the specifics do.
Today, Homeshore America serves small and mid-size businesses across the country from our home base in Temecula, California. We focus on businesses between $500K and $10M in revenue, the range where owners have outgrown DIY bookkeeping but aren't ready for a full-time CFO. That gap is exactly where we add the most value.
We're not the cheapest option. We're not trying to be. Our positioning is simple: CFO-level thinking at fractional cost, delivered by a team that picks up the phone when things get difficult. If that's the partner you're looking for, the conversation is easy to start.
