American University, Bachelors Accounting
Rick is a Principal in the Retail industry group, focused on the dealership vertical at CLA. He has experience in financial statement audits, reviews and compilations, federal, state and local tax compliance as well as employee benefit plan audits.
Specialties: Rick provides a wide range of services beyond year-end financial statement preparation and tax compliance for dealerships. He works closely with clients reviewing monthly financial statements, assisting them with benchmarking and operational performance, compliance with banking and factory financial requirements. A significant portion of Rick's practice is dedicated to advising clients on acquisitions and divestitures of their dealership businesses, assisting with related strategy, due diligence, quality of earnings studies and related acquisition financing. Rick has been a presenter to several dealership industry groups on topics relevant to the industry.
Upcoming speaking engagementsView More
Resources and event materialsView More
In the community
Middlesex County Chamber of Commerce - Board of Directors, Audit Committee Chair