Education

Bachelor Of Science in Accounting from California State University, Sacramento

 

Overview

For over three decades I’ve learned firsthand the best practices that set the successful, highly profitable, well managed companies apart from the marginal ones. I believe in building long lasting relationships based on trust, and provide customers with quality, timely service at a competitive price. I believe in staying in touch on a year round basis is essential to understanding a client’s business and specific needs. The more I know about my client’s business and specific needs, the better advisor I can be.

In addition to traditional year-end services, financial, and tax compliance, I personally provide value-added services such as tax reduction analysis, planning and consulting, profit enhancement studies, operational efficiency review ( including internal control and accounting procedure review), strategic business plans and long-range goal setting (including succession planning), assisting in the preparation of buy/sell agreements, job cost systems (including indirect overhead allocations and equipment use charges), Transaction analysis (including dispositions/acquisitions and lease versus purchase analysis), financial forecasts, Merger and acquisition consulting (including due diligence, financial and valuation analysis), financial forecasting, budgets and projections and financial benchmarking studies

 

Upcoming speaking engagements

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Resources and event materials

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In the community

I actively participate in a variety of professional and charitable organizations. I have always maintained an attitude of giving back to the community and profession in which I serve. I believe that giving back isn’t just an option….it’s a way of life. A few of the charitable organizations that I’ve been involved in over the last couple years includes Make-A-Wish Foundation, Boys & Girls Club and Volunteers Of America.