I can help improve business performance in finance, accounting and taxation. As a CPA, accounting and tax specialist, I have helped many small businesses get started and improve in the areas of getting financing, setting up accounting and recordkeeping systems and advising on a wide range of tax issues. I provide financial management support and business development assistance to variety of start-up businesses and established businesses.
Expertise in taxation and accounting. 30 years tax experience with a Big 4 accounting firm. 12 years tax and accounting experience with a publicly-held company engaged in a variety of businesses including property & casualty insurance. 5 years volunteer service on IRS advisory committees-appointed by the Secretary of the Treasury. 8 years as a SCORE mentor advising a variety of clients. Current assistant treasurer of Chapter.
Industry experience: Financial, accounting and tax advisor to the following types of businesses: Family and individually-owned small businesses. Professional services including accounting, law and consulting. Food services. Import/export. Franchising. Child and adult day care. Landscaping and lawn care. Manufacturing of a variety of products. Physical fitness services. Educational services including mentoring and coaching. Real estate brokerage services. Contracting and construction. Wholesalers and retailers providing a variety of products.
Mentoring skills: Business and individual taxation including income, payroll and sales taxes, Selection of form of business, Business finance (bank loans and equity), Accounting systems and procedures, Business operations, Business strategy and planning, Home-based businesses, Ecommerce businesses.
B.S. in economics (accounting) from the University of Pennsylvania. MBA in finance from Northeastern University.