I am a highly trained accountant with expertise in all aspects of business management. I am responsible for the Internal Controls of a company with annual revenue of in excess of $2 billion.
I am also a QuickBooks wholesaler.
My clients run the gamut of industries and size from small sole-proprietors to complex companies with International concerns.
My areas of expertise include:
• Internal controls and fraud prevention (Forensic accounting)
• Bookkeeping (QBO, Xero etc.)
• Compliance and Legal issues
• Financial Analysis and Strategic Planning
• Business plans and Long-Range forecasting
• Intercompany transactions
• Tax planning and preparation
• Business consolidations
• Preparation of Financial documents
• Investment accounting (currently preparing to take the Series 65)
• Non-profit accounting
• Governmental and Municipal accounting
• QuickBooks specialist (knowledge of other systems)
You will find me knowledgeable, honest, and efficient.
I have a Bachelors in Finance and Economics and a Masters in Accounting. I was CFO of a non-profit for 7 years, have owned my own bookkeeping/accounting firm for 15 years and am currently heading up Internal Audit at a $2 billion convenience store and food distribution/manufacturing business. I was the Chair of the supervisory committee for a Federal Credit Union.
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