I am a certified public accountant who has been self-employed since 1981. Over that 20+ year span, I have started two separate accounting practices from scratch which has exposed me to a variety of challenges in the small business venue. This certainly has provided a significant learning experience concerning the needs of small business in America and I deeply desire to utilize that experience in helping small business owners achieve their life vision. Also, I have served as an officer in the U.S. Marine Corps for many years which has greatly contributed to the leadership and relational gifting that I utilize today.
Finally, I am a QuickBooks Certified Professional Consultant who thoroughly enjoys helping businesses become skilled in QuickBooks accounting software. Thus, I conduct on-going seminars throughout the year as well as providing on-site training.
My philosophy for our company:
Small business owners need more than simply bookkeeping and tax preparation services; they need experienced financial advisors to assist them in achieving their business goals. Larger companies have controllers and CFO’s who help achieve financial success, but the small business owner is mostly on his or her own. No one is in a better position to help the small business owner prosper than an “experienced” CPA firm who identifies with the issues facing small business owners.