MY MISSION AS A CPA IS TO:
> Help your business become more organized and efficient in its financial reporting systems.
> Help your business through the process of migrating its accounting processes to QuickBooks.
> Provide tax planning and preparation services for your business and individual needs.
EXPERIENCE:
> A Certified Public Accountant with over 35 years of private and public accounting experience working with businesses
and individuals as a trusted advisor helping them to navigate matters related to accounting and taxation.
> Helping clients with business start-ups, type of entity selection, and related matters.
> Business and individual taxation planning and preparation services.
> Accounting processes setup & implementation using QuickBooks solutions as an Advanced Certified QuickBooks ProAdvisor.
> Miller, Searles, Bahr & Wills, LLC - Partner: 24 years public accounting experience spanning a wide range of business and individual clients.
> Prior position: As accountant for an insurance agency for 4 years providing accounting support and accounting system conversion and implementation.
EDUCATION / CERTIFICATIONS:
> Certified Public Accountant
> Wilkes University - BS Accounting
AFFILIATIONS & MEMBERSHIPS:
> Pennsylvania Society of Tax & Accounting Professionals
> National Association of Tax Professionals
SPEAKER / TRAINING:
> Fundraising events
> Various entrepreneur groups.
> Association of Fundraising Professionals
> Lehigh University SBDC
OTHER PERSONAL INTERESTS: