Pro bono finance, accounting, tax, and strategy help for East Bay residents and small-business owners — confidential, and at no charge.
I'm a CPA and finance leader in the East Bay. East Bay Money is my pro bono practice — free, confidential sessions to help neighbors and local small-business owners make clearer, more confident money decisions.
Why free? Three honest reasons: it's a way to give back to the community I live in, it keeps my skills sharp across a wide range of real problems, and it's how I'd like East Bay Money to be known. Good advice shouldn't only reach people who can afford it.
To keep it high-quality and sustainable, engagements are scoped, time-boxed, and limited — a focused session or two with a clear next step, not open-ended work.
I run every engagement like a design process — first understanding the real problem, then shaping a practical answer you can act on.
Clear boundaries keep this useful, and keep everyone protected. Think of it as guidance and education, not formal services.
For anything outside the scope, I'll point you to the right licensed professional or a free program — like VITA for tax prep, or SCORE and your local SBDC for small-business help, where I also volunteer.
Free & no strings. No fees, no sales pitch, no products to buy.
Confidential, both ways. What you share stays with me; I ask the same discretion in return.
Guidance, not a formal engagement. It's general professional information to help you decide — not a substitute for your own tax, legal, or investment advisor, and the decisions remain yours.
More detail on eligibility, confidentiality, and how this works is in the FAQ.
Tell me a little about what's on your mind and I'll follow up to set up a free, confidential session.
Request a session →Takes about 3 minutes. No obligation.