My experience is with providing accounting and assurance services to closely held companies, which includes audits, reviews, compilations, tax and business consulting. The clients I serve are in manufacturing, distribution, food and beverage, commercial and residential real estate with a concentration in closely-held family owned companies. Services also include a concentration of audits of employee benefit plans.
My goal is to provide excellent client service, be a trusted advisor and tailor our services to each company's needs.
The value added goals are introductions to bankers, timely review of company results, and finding the right banks to match our clients needs.
York College of Pennsylvania, BS Accounting
Certified Public Accountant
In the community
Volunteer and member of the following organizations:
Commerce and Industry Association of New Jersey (CIANJ) board
Association of Corporate Growth - New Jersey
New Jersey Food Council
American Institute of Certified Public Accountants (AICPA)
Association of Certified Fraud Examiners (ACFE) Associate
New Jersey Society of Certified Public Accounatants (NJCPA)