Partner

• Jan 2023 - Present

As a Partner and leader of the Client Accounting Advisory Services (CAS) Group at Anchin, my focus is on empowering businesses to align their accounting and finance functions with their strategic objectives. With a wealth of experience, I specialize in a spectrum of services, from basic bookkeeping to high-level strategic forecasting. In my role, I excel in converting complex financial data into actionable insights, enabling clients to make informed decisions that fuel growth and enhance profitability. I take great pride in leading a team of dedicated specialists known for our quality, reliability, and personalized client service. Our CAS Group’s expertise spans diverse industries, and we are adept at assisting clients operating in remote work environments. We leverage cutting-edge technology and data to offer clients tools and guidance that are timely and effective. Anchin is a leading accounting, tax, and advisory firm, specializing in the needs of privately held companies, investment funds, and high-net-worth individuals and families. With a staff of 450, including more than 60 partners, Anchin provides guidance in a wide range of wealth-related areas, including tax advisory; trusts and estates; private client assurance and audit; family office strategies; philanthropy and art advisory; real estate and construction services; growth, transition and exit strategies; valuation services; cybersecurity and digital risk solutions. Consistently recognized in industry "best of" lists for service, firm management, and employee satisfaction, Anchin prioritizes partner-level engagement and commitment to employee happiness. Anchin has offices in New York City, Uniondale, New York, and Boca Raton, Florida, and is an independent member of BKR International, a network of more than 160 firms with over 500 offices in over 80 countries around the world. Learn more at www.anchin.com. Show less

Partner

• Sep 2006 - Dec 2022