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Professional Credentials:
- Certified Public Accountant State of New Jersey 1981
Licensed as an individual producer of Life and Health Insurance
- Series 6 license
Education:
- BS Economics - 1978 Allegheny College
- Continuous professional education courses taken: 120 hours every 3 years
Professional Experience:
Responsible for accounting services for numerous entities
Responsible for audits of nonprofit organizations
Responsible for numerous filings with Securities and Exchange Commission.
Directly Responsible for providing economic analysis, budgeting and cash flow forecasting and tax planning.
- Responsible for all of the Firm’s estate and succession planning.
Responsible for performing peer reviews in compliance with the AICPA.
Responsible for preparation of filings under Bankruptcy Act.
Responsible for audits of Condominium Associations
Responsible for preparation of business valuations
Professional Affiliations:
American Institute of Certified Public Accountants
New Jersey Society of Certified Public Accountants
Community and Civic Organizations:
Board member of the Tree of Life and Hope
Coach, Clark soccer
Personal Business Philosophy:
I started my accounting firm eighteen years ago with the intent of giving personal service to businesses and individuals in my community beyond just preparing quality tax and financial products. My goal is to develop recommendations to management so that the client will receive a tangible benefit from the accounting process. Having assisted hundreds of businesses, I have first hand knowledge of practical ideas that have both succeeded and failed. My belief is that continuously drawing on past experience will be beneficial to each individual client.
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