Principal & Director of Private Business Advisory

• Jan 2022 - Present

Specializing in working with privately held businesses in all areas, with extensive experience in the manufacturing, retail, technology and professional services industries. I advise clients in financial and tax matters including compliance, planning and achieving business objectives. Services include consulting, accounting assistance, business planning, compilations/reviews and tax-related services for closely held businesses as well as acting as an outsourced CFO.

Director - Entrepreneurial Services

• Sep 2020 - Present

Treasurer

• Jan 2010 - Jul 2020

Managing Director

• Jan 2015 - 2020

Director

• Sep 1996 - Jan 2015

Kim is a director in the entrepreneurial services group for SS&G, Inc. She represents clients in all areas, with a specialty in the retail and professional services industries. Kim provides accounting and tax services including financial consulting, tax planning, return preparation and review for corporations, individuals, partnerships, and trusts. Kim is in charge of accounting, tax, and consulting for the firm's entrepreneurial services group clients. She performs compilations and tax-related services for closely held businesses and serves as an outsourced CFO for a number of clients.