Bio
Credentials
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Certified Public Accountant
ColoradoDec, 2018- Apr, 2026
Experience
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United States
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Accounting
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1 - 100 Employee
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Partner
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Jan 2023 - Present
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Assurance Manager
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Sep 2018 - Jan 2023
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Montgomery Coscia Greilich LLP (now Baker Tilly)
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Plano, Texas
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Assurance Manager
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Oct 2017 - Sep 2018
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Plano, Texas
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Senior Assurance Associate
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Oct 2014 - Oct 2017
Specialties - Audit and Attestation Services, Financial Audits, Employee Benefit Audits, Reviews, Compilations, Financial Accounting, External Audit, Financial Statement Presentation, Footnote Disclosures- Manages all aspects of financial statement audit process including risk assessment, planning and developing the audit approach, budgeting, administration, supervision, review, client service and reporting. - Provide on-the-job-training for various staff and provide constructive feedback informally as well as through a formal evaluation process.- Assist client in preparation of year-end financial statements including detailed footnote disclosures and audit opinions to ensure compliance with U.S. GAAP.Montgomery Coscia Greilich LLP is a full-service professional accounting firm with expertise in traditional accounting services as well as mergers, acquisitions, divestitures and systems consulting. We are among the largest local firms in the DFW area and currently employ over 240 professionals. Our primary focus is on the core commercial sector with our clients primarily in technology, manufacturing, wholesale/distribution, service providers and retail companies. This focus allows us to provide the highest quality of technical service and experience. Our guiding principles are based upon providing excellent, technical competent services within a framework of creating value and relationships with our clients. We undertake these principles by making substantial investments in hiring, developing and retaining the highest quality of individuals. We follow a policy of professional teamwork allowing all of our clients access to the complete resources, specialized skills, knowledge and experience of our firm.
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Audit Associate
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Jan 2013 - Oct 2014
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Education
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2009 - 2011The University of Texas at Dallas
Bachelor of Science (B.S.), Accounting
Suggested Services
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Industry Focus. “Accounting and Auditing”
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