As a CPA, I can:
> Help your business become more organized and efficient in its financial reporting systems.
> Lead your business through the process of migrating its financial systems to the cloud.
> Provide tax planning and preparation for your business and individual needs.
> Provide ongoing guidance in your financial operations and special projects you need help with.
> Analyze and research to find solutions to your most vexing financial challenges.
> Provide the higher level role as your controller if your business does not have this expertise in-house.
A Certified Public Accountant with 28 years of private and public accounting experience working with businesses and individuals as a trusted advisor. Allow me to help you navigate what are often complex matters related to accounting, taxation, and information systems.
Counseling clients in business start-up decisions, entity selection, financing issues, preparation of budgets and financial projections, accounting management operations. Think of it this way: I already have the answers waiting for you to the questions you have not yet thought to ask.
Business and individual taxation. Planning and preparation, multi-state operations. Client representation for federal, state and local tax matters. I am your remedy to your tax headaches.
Accounting information systems consulting, setup and implementation including QuickBooks and Enterprise Solutions as an Advanced Certified QuickBooks ProAdvisor. Quite simply because QuickBooks has the majority of the small business accounting market and sooner or later, most business owners get stuck on something that is related to their use of QuickBooks.
Preparation of financial statements for your business which, more often than not, your bank will want you to provide them with. And they will require those financials to be prepared by a certified public accountant with the accountant's opinion statement.
PUBLIC ACCOUNTING EXPERIENCE:
24 years of public accounting experience spanning a wide range of business and individual clients.
As a Controller for a large insurance agency
4 years of private accounting experience, including technology
conversion and implementation.
BOARD MEMBER ACTIVITIES:
Civic Theatre of Allentown:
Past: Board of Directors, Vice President, Finance Committee
A landmark institution in West Allentown for over 80 years
Past: Board of Directors, Finance Committee
Past: Originally involved in the financial setup of the organization in 1991 and continued my involvement through to it's incorporation in 1994 as an IRS approved non-profit organization which allowed the entity to operate as its own fiscal agent in the assessment, planning and allocation of governmental funding throughout our six county region.
SPEAKER / TRAINING:
Various entrepreneur groups.
Association of Fundraising Professionals
Lehigh University SBDC
EDUCATION / CERTIFICATIONS
Certified Public Accountant
AICPA Certificate of Achievement for Controllers
Wilkes University - BS Accounting
AFFILIATIONS & MEMBERSHIPS:
Active in the professional practitioners network of our Lehigh Valley Chapter of
MY RECENT AWARDS - JUNE 2014:
PA Diversity Network - For community service achievement and philanthropy by Proclamations of: The City of Allentown, PA Senator Pat Brown, PA State Representative Gary Day, US Congressman Charlie Dent, US Senator Robert P Casey, Jr., US Senator Patrick J. Toomey