About
Passionate about not only helping individuals and businesses reach their financial goals and objectives, I'm also excited to educate others and share what I've learned in my over 18 years experience in tax and accounting empowering them to make solid financial decisions for themselves. My clients and customers are important to me and so is their financial well-being so I'll go the extra mile to exceed their expectations.
First and foremost are the people. I love people and in this line of work you meet a vast array of people from all walks of life. What I know can truly help others and helping them to fish rather than giving them a fish, so to speak, is what I strive to do in guiding individuals and businesses to follow solid financial principles that they can apply in any financial situation. I enjoy too continuing to educate myself, to learn and grow from experiencing new areas of tax and accounting and to be able to provide the latest up-to-date information to my clients.
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Accounting software
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Accounting for
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Frequently asked questions
What is your typical process for working with a new customer?
Ask questions. Find out if its the right fit for both you and I. Make sure this will be meaningful and productive, mutually beneficial. What exactly are your objectives? What do they involve? How soon do you need to accomplish them? What are you searching for in an accountant/tax preparer or otherwise? After speaking briefly and getting a feel for the answers above, I'd like to know how you feel about working together and share my thoughts with you as well. If it fits, we talk terms and starting points.
What education and/or training do you have that relates to your work?
MBA with a concentration in Accounting that followed a BS in Accounting. Licensed CPA for the past 11 years. Specialized in managing large corporate accounts as a part-time controller in a variety of industries including, but not limited to, manufacturing & supply, trucking and logistics; labor staffing services; auto repair shops; law offices; medical practices; real estate corporations; pawn store management. Performed audit, review and compilation services for these same clients. Prepared partnership and corporate tax returns for multi-millon dollar companies as well as provide tax planning consultation and business advisory services. I'd be happy to provide my resume for further consideration.