Compound Interest is the eighth wonder of the world.
He who understands it, earns it...
He who doesn't, pays it.
– Albert Einstein


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Ian Waldman

My work is my passion, it gives me pride and a sense of duty. The experience and knowledge I have gained during my professional career has led me to be able to help others in both business finance and personal finance. Making a difference by helping people is important to me and the reason I continue to challenge myself daily to grow my knowledge and better myself professionally and personally. I enjoy a challenge and with my comprehensive knowledge of business and taxes. I hope to meet more potential clients, continuing to help others and feeding my passion.

I love QBO so you dont have too. I am QuickBooks certified and ProAdvisor. Are you having trouble making decisions because you are unsure of the implications? I have partnered with DryRun to offer fractional CFO services, with this powerful software I am be able to monitor your cash position, manage risk, run multiple scenarios to discuss your options at once to bring insight to your business.

Cash Management - Fractional CFO Services

Your cash position is your most precious commodity.
Know where you stand, your next steps, and where you are headed

Call 954.347.9647 or send an email to
for a free initial consultation.



Central Wisconsin
South Florida



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