How I can help you
I can help you with questions about types of business entities and taxes, as well as business planning and considerations in buying or selling a business. I can also help not-for-profit organizations with planning and achieving their mission while meeting government requirements. I am a retired CPA. Most of my career was spent in public practice, advising clients who were small businesses, not-for-profit organizations and individuals. I was also CFO for several small-medium businesses, a business consultant, and Tax Manager for a large law firm. I have substantial experience in taxation, budgeting and planning, financial statements and systems and not-for-profit organizations.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Non-Profit
Industry Experience
- Professional, Scientific, & Technical Services
