Who I am
My passion to help people is the reason I became a Certified Public Accountant. My past experiences include the following:
- A Chief Financial Officer which allows me to see what potential investors look for in a company, determine cash flows, and
- A banker for a bank allows me to think like a potential lender as to what they are looking for.
- A financial advisor to various families and businesses.
- A Certified Public Accountant for various closely held businesses. This includes time at a Big Four accounting firm.
- A tax return preparer and reviewer.
- A representative of the taxpayer before the IRS and other government agencies.
- Treasurer of two homeowner associations and a board member of three homeowner associations.
- Treasurer of the board for four not for profit organizations.
See WHY HIRE for additional information about our philosophy.
