How I can help you

As the owner of an accounting practice, I have spent the last 11 years giving advice to the owners of small and medium sized businesses and to those wishing to start new businesses on a whole range of subjects including ways to improve profitability, tax planning and on the pros and cons of forming a partnership or a corporation.

 

I have shown clients how to produce their own financial records(mainly with the use of QuickBooks) and have helped them improve profitability by showing  them how to properly use those accounts. In addition to improving profitability, this has often saved them thousands of dollars each year in accounting fees.

 

As a financial director of a start-up manufacturing corporation that increased its revenues from $0 to $200 million in six years, I gained extensive experience in the preparation of business plans, and cash flow and profit forecasts and in all areas of business management including just-in-time inventory management.

 

As a partner with Ernst & Young - one of the largest accounting firms in the world - I gained experience in how large successful corporations run their businesses.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations

Industry Experience
  • Construction, Industrials and Utilities
  • Car Repair and Maintenance
  • Arts and Entertainment
  • Manufacturing & Mining
  • Restaurants and Hospitality
  • Retail and Wholesale Trade

Education

English Chartered Accountant (CPA equivalent)

Enrolled Agent       -         the only federally licensed tax practitioners, who specialize in taxation and who can represent taxpayers before the IRS.

QuickBooks Pro Advisor


Communication Methods

  • In Person