Founded and lead a local, full‑service accounting firm focused on transparent, low‑cost pricing and exceptional client service. I direct strategy and daily operations to deliver reliable audit services, tax planning and compliance, bookkeeping, payroll, entity formation and management, business credit guidance, and fractional CFO‑level financial leadership. I prioritize technology, standardized workflows, and proactive financial advice to help small businesses and individuals reduce costs, stay compliant, and scale with confidence.

Core services

• Audit & assurance: comprehensive financial statement prep and audit support with rigorous quality controls.
• Tax planning & compliance: proactive federal/state/local tax planning, returns, and controversy support.
• Bookkeeping & payroll: efficient month‑end closes, clean reconciliations, and payroll processing.
• Entity formation & management: guidance on entity selection, registration, maintenance, and governance.
• Business credit & funding guidance: buildable credit strategies, lender prep, and financing counsel.
• Fractional CFO & financial strategy: budgeting, cash‑flow forecasting, KPI tracking, and strategic advisory.
• Technology & automation: cloud accounting, integrations, automated reporting, and secure client portals.
• Pricing transparency & client education: clear fee structures, upfront estimates, and plain‑language financial coaching.

Key responsibilities & impact

• Founded and grew a client‑centered firm dedicated to keeping fees competitive while maintaining high service standards.
• Managed client portfolio to ensure regulatory compliance, optimize tax outcomes, and improve financial performance.
• Built and led a team of accounting professionals, establishing efficient workflows, quality reviews, and continuous training.
• Implemented technology and process improvements to increase accuracy, accelerate reporting, and reduce administrative overhead.
• Advised clients on entity strategy, tax optimization, business credit, and long‑term financial planning to support sustainable growth.
• Maintained committed focus on transparent communication, measurable results, and exceptional client experience.

Provided tax and accounting leadership for a diverse client portfolio, driving compliance, process improvements, and technical guidance.

• Led tax and accounting services across federal and state filings, delivering strategic tax planning and compliance.
• Managed and mentored accounting staff, instituting review checkpoints and targeted training to improve technical proficiency and accountability.
• Implemented streamlined workflows and automation to accelerate close and tax-preparation cycles while maintaining financial statement accuracy.
• Researched and applied tax-saving strategies and technical positions in alignment with GAAP and regulatory requirements.
• Coordinated audit preparation and reporting, providing clients and stakeholders with clear, timely financial information.
• Collaborated with leadership and clients to resolve complex tax and accounting issues and reduce compliance and reporting risk.

Transformed accounting operations through cloud adoption, automation, and team enablement to improve speed, accuracy, and client experience.

• Oversaw daily operations for a high-volume practice, managing client portfolios and ensuring SLA-driven delivery.
• Implemented and deployed cloud-based accounting and collaboration platforms to increase client access to financial data while enforcing role-based security and backups.
• Automated recurring workflows and reporting, reducing report generation time by 40% and cutting manual errors.
• Standardized processes, documentation, and playbooks to accelerate onboarding and scale the team efficiently.
• Built and delivered role-specific training programs for staff and clients to drive adoption and maximize system utilization.
• Implemented KPIs and dashboards to track turnaround times, error rates, and service capacity, enabling data-driven continuous improvement.
• Coordinated with IT, finance, and external vendors to integrate tools, eliminate redundancies, and improve operational margins.

Provided end-to-end tax preparation and advisory services for individuals and small businesses, emphasizing accurate filings, tax minimization, compliance, and process improvements.

• Prepared and filed complex individual and small-business tax returns, ensuring correct reporting of income, deductions, credits, and basis adjustments.
• Performed financial analyses to identify tax-saving opportunities and translated findings into actionable client recommendations.
• Designed and implemented tailored tax strategies (entity selection, retirement and compensation planning, year‑end tax moves) to optimize after‑tax results.
• Researched and interpreted federal and state tax law changes; updated internal procedures to maintain compliance and lower risk.
• Standardized checklists, templates, and review workflows to improve accuracy and reduce turnaround time.
• Communicated complex tax concepts clearly to clients, coordinated with external advisors, and managed notices and inquiries.
• Maintained strict confidentiality and professional standards while delivering responsive, client-focused service.
• Improved operational accuracy and efficiency by standardizing checklists, templates, and review workflows for faster turnarounds and fewer post‑filing adjustments.

Led logistics for a high-volume stone manufacturer and distributor, managing nationwide scheduling, routing, and fragile-product handling to ensure reliable delivery and inventory accuracy.

• Managed end-to-end logistics for nationwide shipments, including carrier selection, route planning, and real-time tracking to maintain on-time delivery and protect fragile materials.
• Designed and implemented inventory control processes and reporting that reduced material waste by 25% and measurably improved order accuracy and stock visibility.
• Coordinated production, warehouse, and transportation teams to streamline workflows, reduce handling errors, and increase throughput.
• Maintained comprehensive records of shipments, inventory levels, and delivery schedules; delivered timely KPI reporting and status updates to management and clients.
• Administered claims and quality-control procedures for damaged goods and oversaw continuous process improvements to lower risk and operating costs.
• Trained staff on standardized receiving, packing, and shipping procedures to preserve product integrity and improve customer satisfaction.