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Practice Areas

  • Budgeting & forecasts
  • Business tax
  • CFO / financial outsourcing
  • Employee benefit plan audits
  • Financial reviews
  • Reporting on accounting systems & internal controls

Sectors

  • Agriculture, forestry & paper
  • Consumer products
  • Food & beverage
  • Retail & wholesale
  • Software
  • Tech

Biography

CPA generalist with experience in accounting and auditing, and tax (including international and multi-state tax matters). Emphasis on great customer service and communication. Focus on educating clients, and helping them help themselves. Direct experience with many industries including manufacturing, distributorships, retail, professional services, food processing, and real estate. Experience with all entity types, e.g. corporations, partnerships, LLCs,including trust and estate taxation.

Client businesses currently include wine and vineyard, brewery, high-tech manufacturing, restaurant, engineering, law, shipping and fulfillment, medical, food distributor, real estate holding, software, IT services, construction, food processing, farming and vineyard management.

Specialties: With experience in many industries and a broad knowledge of both tax and accounting, I can turn my hand to almost anything. My broad-based perspective can see issues that a specialist might never identify.