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)


Communication Methods

  • Phone