I am a licensed Certified Public Accountant based in Southern California and offer a variety of services to businesses and individuals in Los Angeles, Orange and San Diego Counties. With over twenty-five years of experience in a broad variety of industries I am well equipped to handle almost any situation relating to accounting, tax or finance. My SEC filing experience includes complete 10-K, 10-Q and S-1 Registration Statements and direct contact and resolution of outstanding Commission issues.
In the role of Chief Financial Officer I have assisted in the raising of capital funds for several start-up and early stage companies ranging from $500,000 to $3,000,000. I prepare and file corporate, non-profit and individual tax returns and assist in the resolution of tax disputes. Contact me at (949) 485-4444 for a free fifteen minute telephone consultation with your questions and needs and I will be more than happy to help.
Please review the following pages to learn more about the services I provide.
In the role of Chief Financial Officer I have assisted in the raising of capital funds for several start-up and early stage companies ranging from $500,000 to $3,000,000. I prepare and file corporate, non-profit and individual tax returns and assist in the resolution of tax disputes. Contact me at (949) 485-4444 for a free fifteen minute telephone consultation with your questions and needs and I will be more than happy to help.
Please review the following pages to learn more about the services I provide.
Services
Accounting is not rocket science, but it is a science, and one that can be easily implemented in your business thanks to many inexpensive and robust accounting software packages.
I have worked with many systems including QuickBooks, ACCPAC, JD Edwards, Peachtree, MYOB and others.
I have written and implemented policies and procedure manuals for small businesses and created accounting systems from the ground up.
I can break down and explain the tasks to your staff and train them on the proper accounting procedures necessary to have accurate and timely accounting information at your fingertips.
I have worked with many systems including QuickBooks, ACCPAC, JD Edwards, Peachtree, MYOB and others.
I have written and implemented policies and procedure manuals for small businesses and created accounting systems from the ground up.
I can break down and explain the tasks to your staff and train them on the proper accounting procedures necessary to have accurate and timely accounting information at your fingertips.
Often times a business owner has a great idea or concept for a new business but doesn't have the experience or skills to clearly express that idea in a format that communicates the critical information to potential investors, partners and employees.
I have the ability to convert your ideas to a concise written business plan and to create the corresponding financial model to determine the strengths, weaknesses and ultimately the viability of your business.
Preparing these key tools before committing significant resources to your business will save you time and money in the long run by identifying key goals and allowing you to avoid mistakes that could derail your business.
I have the ability to convert your ideas to a concise written business plan and to create the corresponding financial model to determine the strengths, weaknesses and ultimately the viability of your business.
Preparing these key tools before committing significant resources to your business will save you time and money in the long run by identifying key goals and allowing you to avoid mistakes that could derail your business.
I update my tax training on an annual basis and it is astonishing how our legislators continue to pass a growing myriad of complex and confusing tax rules.
I believe that if the legislators were required to read and be tested on these laws before they became law our tax codes would be much simpler.
Until that day arrives I can steer you through the tax process and advise you on how to maximize the tax laws to your full advantage.
I subscribe to ProSeries Professional, a complete tax software package for businesses and individuals.
I believe that if the legislators were required to read and be tested on these laws before they became law our tax codes would be much simpler.
Until that day arrives I can steer you through the tax process and advise you on how to maximize the tax laws to your full advantage.
I subscribe to ProSeries Professional, a complete tax software package for businesses and individuals.
From my early days in public accounting I was tapped by the managing partner to interview and screen potential employees.
Through the review of resumes and the interview process I can discern a potential employee's strengths and weaknesses and determine if they are the right candidate for the open position.
Hiring and training new employees is a costly and time consuming venture.
For significantly less than the cost of an outside recruiter I can interview, screen, hire and, if necessary, train a new employee in your company.
Through the review of resumes and the interview process I can discern a potential employee's strengths and weaknesses and determine if they are the right candidate for the open position.
Hiring and training new employees is a costly and time consuming venture.
For significantly less than the cost of an outside recruiter I can interview, screen, hire and, if necessary, train a new employee in your company.
Medicare and Insurance Billing Consulting Services Several years ago my Father became ill and required extensive medical care.
For several months, while he was fighting his illness, a landslide of medical bills and statements arrived in the mail.
Although he was covered by Medicare and had supplemental insurance through his former employer, many invoices declared a balance due.
My review of these bills uncovered many errors and often times the staff of the very company that sent out the bill did not understand what they were doing.
For several months, while he was fighting his illness, a landslide of medical bills and statements arrived in the mail.
Although he was covered by Medicare and had supplemental insurance through his former employer, many invoices declared a balance due.
My review of these bills uncovered many errors and often times the staff of the very company that sent out the bill did not understand what they were doing.
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