Bio
Credentials
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Certified Public Accountancy License
State of Ohio
Experience
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Founder
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Founder
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Nov 2017 - Present
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President
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Nov 2015 - Nov 2017
My role is to oversee strategy and operations, on top of handling onboarding of each new client.In addition, I work closely with our CFO and Consulting teams so that they are making the best decisions. Every client is unique and it is important that we tailor our services to focus on that company...
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Tax Manager
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2013 - 2015
Managed the preparation of the consolidated corporate tax return and managed the process of consolidating approximately 500 entities. Helped to improve efficiency and the process of consolidation.
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Founder and CEO
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2013 - 2015
Owner of a small accounting and consulting practice that worked with small business clients on financial and operational strategy.
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Accounting Manager
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2010 - 2012
Responsible for review tax returns and financial statements for small business clients, return types included corporations and partnerships. Coordinated workflow for over 300 clients, and supervise and coordinated a staff of three preparers. Also, involved in tax planning and research. and implem...
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Education
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2001 - 2004The University of Akron
Suggested Services
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Industry Focus. “Accounting and Auditing”
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