I am an experienced CPA with a practice that focuses on client success. I am not, nor do I ever want to be, a form factory that just puts in numbers, spits out tax returns, financial statements and collects fees. Over the course of three decades, I have learned that a CPA provides more than a service - a CPA is a trusted advisor.
Accounting can be seen as complex, borderline monotonous, and sometimes overwhelming. But it’s a critical component that can make or break the future of your business. Your time is too valuable to spend all day crunching numbers when you should be on the ground floor working towards your goals. My top priority is to give you more time to focus on growing your business, and less time managing your finances.
My experience as a CPA includes being the lead field auditor for the world’s largest pension plan, controller of an emerging medical management company, external auditor of Fortune 500, start-ups and non-profit organizations, as well as bookkeeping, tax and accounting advisory services for start-ups, long-established companies and medical practices. In addition, I have sold and supported ERP systems including SAP, Epicor, Infor (Lawson) and financial point solutions including Blackline.
This varied experience provides me with a unique perspective – a CPA with deep and wide experience who understands that true service requires a personal touch, as well as listening, learning, and then helping you achieve success.
Contact me for a free one hour consultation – together we will find out how I can provide you value as your trusted accounting and financial advisor.