Bio
Credentials
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The American Institute of Certified Public Accountants
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The Washington Society of Certified Public Accountants
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Experience
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Principal Consultant
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Jan 2014 - Present
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Seattle Vocational Institute
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Greater Seattle Area
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Accounting Instructor
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Sep 2007 - Jan 2013
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Greater Seattle Area
• Employed to teach beginning accounting and related courses for the Computer Based Accounting program as a part-time faculty member since 2007
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Branch, Richards & Co.
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Greater Seattle Area
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President
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Jun 1972 - Dec 2007
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Greater Seattle Area
Employed by the Certified Public Accounting and Management Consulting Firm for over ten years until soldResponsible for all management functions required to operate the businessAssisted with contract negotiations, administrative and accounting support, payroll preparation, billing, accounts receivable, accounts payable, and the preparation of company financial statementsAssisted with marketing, business development, client relations, and strategic planningResponsible for all personnel functions, including hiring, training, supervision and termination of staffManaged, trained, supervised and assisted professional staff with overall engagement planning during the performance of financial audits, management consulting services, financial planning, tax planning, accounting systems review and design, bookkeeping services, and the preparation of financial statements and federal tax returns for various clientsAssisted in the annual budgeting process including forecasting potential revenueResponsible for meeting monthly, quarterly and annual budget goals
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PwC
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Greater Seattle Area
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Senior Accountant and Audit Manager
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Dec 1967 - Jun 1972
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Greater Seattle Area
Employed by National Certified Public Accounting Firm for five yearsManaged, trained and supervised staff accountantsResponsible for the planning and completion of audits, financial services and management consulting services for large and small businesses in various industries
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Education
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University of Washington
Bachelor's Degree, Accounting -
University of Washington
Master of Business Administration (M.B.A.), Finance, General
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