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.
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 and related acquisition financing. Rick has been a presenter to several dealership industry groups on topics relevant to the industry.
American University, Bachelors Accounting
In the community
Middlesex County Chamber of Commerce - Board of Directors, Audit Committee Chair
AutoTeam America - Steering Committee
Resources and events
Webinar 8/24/2022Reduce Your Tax Bite for 2021 and 2022 Tax Planning Ideas