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
- Business Finance & Accounting
- Business Strategy & Planning
- Non-Profit
Industry Experience
- Consulting, Research and Business Services
- Nonprofit, Public and Professional Organizations
Education
Harvard, BA
Columbia MBA
Bentley Master of Science in Taxation (MST)
