How I can help you

I advise on finance and accounting (CPA), purchasing, real estate, manufacturing and retail businesses. BUSINESS EXPERIENCE As an employee • 11 years as CPA with PMM Co now known as KPMG. ? 2 years as CFO for large commercial electrical contractor with over 200 employees ? 2 years as CFO,EDP,HR, and Purchasing officer for a contract electronics manufacturing Company with about 200 employees As a self-employed entrepreneur • Started and operated a CPA firm • Started and operated a Real Estate Brokerage business • Started and operated 2 Manufacturing businesses • Started and operated several Retail businesses CONSULTING EXPERIENCE ? Business Plans ? Mergers and Acquisitions ? Business Financing and SEC Public Filings ? Accounting and Information Systems ? Human Resource and Procurement Management SEMINARS and TEACHING EXPERIENCE ? Have taught financial and management accounting, auditing, and business systems at 3 Universities ? Conducted continuing education seminars for CPA societies and Realtor Boards

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Operations

Industry Experience

  • Manufacturing
  • Professional, Scientific, & Technical Services
  • Retail Trade

Communication Methods

  • In Person
  • Phone
  • Video