Bio
Credentials
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QuickBooks ProAdvisor Advanced Certification
Intuit -
Certified Public Accountant
New York State -
QuickBooks 2010 Certification
Intuit -
QuickBooks 2011 Certification
Intuit -
QuickBooks 2012 Certification
Intuit -
QuickBooks 2013 Certification
Intuit -
QuickBooks Enterprise Solutions V10 and V 11
Intuit -
QuickBooks Point of Sale V8, V9, and V 10
Intuit -
QuickBooks ProAdvisor
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Experience
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United States
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Executive Offices
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1 - 100 Employee
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Chief Executive Officer
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Jan 2009 - Present
Tampa Bay CFO is a performance improvement firm that provides CFO services in the areas of finance, operations and QuickBooks. Our clients are diverse and vary by industry and in size. The companies that we service range from $1 million up to $50 million of annual revenues and from 3 to 100 employees.In today’s challenging economic environment having someone on your team that has owned and operated a successful business can help you get to where you want to go a lot faster and with substantially less risk.Call or contact us for a free consultation.
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Chief Executive Officer
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Aug 2008 - Present
Tampa Bay CFO is a performance improvement firm. We help the owners of closely held companies increase the market value and the operating results of their business.
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B2B CFO
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Tampa/St. Petersburg, Florida Area
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Partner
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Jul 2008 - Aug 2008
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Tampa/St. Petersburg, Florida Area
The largest CFO firm in the United States.
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Chief Financial Officer and Owner
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Jan 2000 - Jun 2008
A Preferred Provider Organization (PPO) that services insurance companies, third party administrators, administrative service organizations, demand management companies, claims handlers and self-funded plans with cost containment solutions for foreign travel, major medical and expatriate health insurance plans.
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Chief Financial Officer - Mobile Cranes
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Jan 1994 - Dec 1997
A global manufacturer of mobile cranes, material stackers and aerial work platforms.
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Chief Financial Officer
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Jan 1997 - Mar 1997
A tier one automotive supplier.
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Chief Financial Officer
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Jan 1988 - Dec 1993
A multinational manufacturer of conveyors, chain and forged products, process control instruments, automative products and decorative components for the furniture hardware markets.A producer of gold and silver.Also engaged in mining and mineral exploration activities.
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Controller
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Jul 1980 - Dec 1987
A diversified multinational manufacturer of industrial tools and equipment.
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Audit Manager
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Jan 1971 - Jun 1980
Started with the firm as a junior accountant and was promoted to the management group in 1977.
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Chief Operating Officer
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Jul 1900 - Dec 1900
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Chief Financial Officer
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Jul 1900 - Dec 1900
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Chief Financial Officer
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Jan 1900 - Dec 1900
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Chief Financial Officer
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Jan 1900 - Dec 1900
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Chief Operating Officer
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Jan 1900 - Dec 1900
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Chief Operating Officer
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Jan 1900 - Dec 1900
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Chief Operating Officer
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Jun 1900 - Aug 1900
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Chief Financial Officer
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Jan 1900 - Aug 1900
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Chief Financial officer
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Jan 1900 - Jul 1900
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Chief Financial officer
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Mar 1900 - Jun 1900
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Chief Financial Officer
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Jan 1900 - Jun 1900
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Chief Financial officer
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Jan 1900 - Jun 1900
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Chief Operating Officer
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Jan 1900 - May 1900
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Chief Financial Officer
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Jan 1900 - May 1900
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CFO
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1900 - 1900
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Education
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1967 - 1971Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Accounting
Suggested Services
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Industry Focus. “Accounting and Auditing”
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