Meeting Preference: Phone, Video
Languages: English
I can evaluate your financial, accounting and tax compliance requirements for your start up or existing business.
I can discuss the entity selection options and the unique tax and recordkeeping characteristics of each.
I can also help you explore various ways to evaluate your business performance through manual or automated methods with business software.
I am a retired certified public accountant, with over 40 years of experience in corporate and public accounting and operated a CPA practice for 25 of those years. I have worked in all areas of financial management and accounting, including financial statement preparation and analysis. I have also spent a large portion of my career in tax planning and commercial tax preparation for all types business entities.
As a SCORE mentor, I have provided counsel and encouragement to many business owners for all phases of their business.
Areas of Expertise
- Accounting & Finance
- Business Structure
- Cash Flow
Industry Experience
- Accounting & Tax Services
- Professional Services