CNY Accounting & Tax Pros
About
We provide custom solutions to all of your accounting, tax, training and business consulting needs. With over 35 years experience in both public accounting and private industry, I've been able to take a wide spectrum of knowledge and experience and create a consistent process of delivering high value results to all my clients.
Our mission statement is to: "Empower the individual/team within an organization to succeed by providing focused accounting, tax, training, and business consulting services that productively measure, inform, optimize and protect the resources within their control."
Give us a call today so we can speak further about how we can fulfill your needs: 607-423-0577
If I had to boil it down, I think from my earliest age I’ve always enjoyed solving puzzles of all types. Fortunately, I recognized in college a profession that could help me do just that – accounting.
Once involved in the accounting profession, I worked with people and businesses of all types and quickly found out I got a real charge out of understanding a client’s situation and needs and then developing creative solutions to ultimately allow a client to focus on higher needs.
Now after 35 years of experience, even though the basic model of identifying and serving needs has not changed, the breadth and depth of my experience now provides my clients with a unique mosaic of high value integrated services/ solutions to address their increasingly complex needs.
For this ability I am grateful and continue to look forward to the many good tomorrows ahead.
Highlights
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
The first step is always to understand what the client is looking for and to deliver customized solutions to fit the client's particular situation. Accordingly, we perform a thorough assessment of a client's situation, needs and expected outcome(s), including timeline and budget considerations. We then provide a detailed proposal that outlines each other's role in the process of achieving solution resolution.
What education and/or training do you have that relates to your work?
My education includes having a degree in accounting from Michigan State University and an MBA from the University of Chicago. I also have multiple professional certifications, including:
-Certified Public Accountant
-Certified Managment Accountant
-Certified Internal Auditor
- Certified in Production and Inventory Management
-Certified in Integrated Resource Management
In addition I have 35 years of experience in public accounting and private industry having been exposed to hundreds of clients in dozens of industries.
Do you have a standard pricing system for your services? If so, please share the details here.
Because we provide custom solutions we don't have a cookie cutter pricing template where one size fits all. We always work within a client's budget and timeline to deliver the results they are looking for within their self-determined resource constraints. We only consider ourselves successful when we provide value pricing where the client gets greater value than what they paid.
One of the best compliments we have ever received, from a client who switched over to us from someone else, was "you guys provide twice the service for half the money...".
How did you get started in this business?
After graduation from Michigan State I started with the largest accounting firm in the world at the time, Peat, Marwick and Mitchell (now KMPG) in their Chicago office. After spending some years there building up a plethora of experience, I then went into private industry and built up a wide array of experience, including being a part owner in a boat manufacturing business and sporting goods company. With the experience I had obtained over 25 years, I then returned to public accounting to help clients achieve their dreams more fully.
What types of customers have you worked with?
We have worked with clients ranging from service, healthcare, manufacturing, construction, not of profits, and individuals who require custom solutions to achieve their short and long-term needs.
There really isn't just one type of client we excel in serving as we are focused on custom services and solutions and we have the experience to immediately identify areas of need and the appropriate solutions.
Describe a recent event you are fond of.
Recently, we acquired a start-up client in the pharmaceutical industry and they had multiple entities and needed assisting getting their books in shape and tax situation corrected from a previous person they were using who appeared to not know how to meet their needs.
We were able to able to hit the ground running and in a relatively short period of time we were able to get everything corrected and put in processes and procedures, so they were on track going forward.
They have now become one of our best clients and we all greatly enjoy working together and look forward to a great future together.
What advice would you give a customer looking to hire a pro in your area of expertise?
If you are talking to a professional and they are not asking you a lot of questions about your business and needs - including doing a thorough assessment up front, then the odds are they are going to miss something and not fully meet your expectations and needs.
There is no substitute for experience and education as well, so make sure your professional is a CPA and has worked for at least 10-15 years with a good mix of clients and a track record.
Remember, you are the client being served and have a right to ask a lot of questions yourself to make sure you are getting the best fit for your particular situation. It's about you, and not someone making money from you...the value you get should always exceed the cost!
What questions should customers think through before talking to pros about their needs?
-What are my specific needs (bullet point each one)?
-What is my timeline for each need?
-What is my budget for the project (or each need)?
-What does success look like for me in meeting each need?
-Who is going to be involved in the process?
-What are the qualifications and experience of the provider I'm talking to?
-What can we do (or what do we want to do) on our end to achieve the best result and balance cost/benefit considerations?
-What are the next steps after my needs are initially met (in other words, how do I make sure we stay on track)?
-Are there other needs that may need to be met after the initial needs are met?