About
I have over 30 years of experience in all phases of tax and accounting. I ran my own CPA firm for over 17 years specializing in the needs of small closely held businesses and the business owners. I am very detailed oriented and believe in helping the client grow their business by offering advice and consultation.
I enjoy working with the individual business owner in helping them run thier business by keeping accurate financial statements as well as offering timely and valueable business and tax advice
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Reviews
Julie K.
John L.
Frequently asked questions
What is your typical process for working with a new customer?
I have a client questionnaire that we will use to get started and to evaluate their needs. I would then either call or meet with the client, preferably at their place of business for the initital meeting to come up with a game plan
What education and/or training do you have that relates to your work?
Bachelor of Business Administration with a major in Accounting from the University of Wisconsin-Whitewater
Passed Uniform CPA Exam in 1990