George brings a broad range of experience to the table for my clients and me. George taught me more about estate planning and its techniques in 1 hour than I had learned over the past 10 years.
I thought I knew Excel fairly well. George helped me build a cash flow model for a client who was struggling with expansion issues. I had done trend analyses before, but George’s work literally made the numbers jump off the page. The model we built not only gave trends, but included a live “what-if” tool. Using our model we were able to show our client how small changes in certain expenses would have impacted his cash flow for the previous five years. Further, we were able to use the model to predict how certain trends would affect anticipated future profits. My client was very pleased with the results.
I have found George to be passionate about and diligent in his work. I look forward to finding more ways to put George’s skills to work for our clients.
Bobby Williams, CPA*
Howe & Williams, PA
Certified Public Accountants
6817-601 Southpoint Parkway
Jacksonville, FL 32256