How I can help you

I have more than 35 years of experience as a CPA and Controller/CFO for small companies.  I can help you with your initial business plan and company organization as a corporation, partnership, LLC or sole proprietorship.  Once your company is set up and ready to go, I can help with accounting software selection and imiplementation, initial income tax elections, payroll taxes and other regulatory taxes, along with selection and building of a strong management team.  I can also help with the creation of annual operating plans and budgets for ongoing operations.    I have extensive experience in the construction and homebuilding industries, including trade subcontractors and general contractors.  I am also familiar with single and multiple location retail stores, financial services, manufacturing operations and the operation of small professional practices, as I operated my own accounting and consulting practice for five years.   

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Manufacturing & Product Development
  • Business Operations

Industry Experience
  • Banking, Financial Services and Insurance
  • Real Estate, Rental Services and Leasing
  • Construction, Industrials and Utilities
  • Consulting, Research and Business Services
  • Retail and Wholesale Trade

Education

1998-Masters of Science in Taxation (MST) - Golden Gate University

1987-Masters of Business Administration (MBA) - CSU Fullerton

1980-Bachelors of Artts in Business Administration -CSU Fullerton


Communication Methods

  • In Person