Bio
Experience
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Managing Partner
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JP & CSP Associates, LLC
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Boise, ID
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Managing Partner
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Aug 2013 - Present
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Boise, ID
JP & CSP Associates, LLC provides business advisory services in the areas of finance and accounting, acquisition and disposition analysis, human resource services, sales and marketing and operational efficiency for small to medium-sized businesses focused on growth and profitability.
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IonIdea Inc.
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Boise, ID and USA Market Area
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Managing Partner
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Oct 2013 - Present
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Boise, ID and USA Market Area
As a Managing Partner in IonIdea, I drive growth in IonIdea’s Accounting, Finance, Tax, Risk, Advisory, Supply Chain and Human Capital practices sustained by a proven and successful Information Technology practice. I build trusted relationships with IonIdea’s existing customers, win new customers...
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Self-employed
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Boise, Idaho Area
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Consultant-Accounting, Finance, Sales
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Feb 2012 - Sep 2013
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Boise, Idaho Area
Financial and business solutions advisor to several for-profit and non-profit entities.
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Resources Global Professionals
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Boise, Idaho Area
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Managing Director
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Jul 2004 - Jan 2012
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Boise, Idaho Area
Responsible for revenue growth and profitability for the Idaho and Eastern Washington operations of a publicly traded international project-based consulting company. Development of new business by nurturing executive C level relationships (e.g. CEO, CFO, CIO). Recruitment and management of consul...
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Travis-Jeffries, P.A.
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Boise, Idaho Area
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Senior Manager
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Dec 2002 - Jun 2004
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Boise, Idaho Area
Relationship manager for firm's largest client delivering tax, financial reporting and consulting services to a $60 million multi-industry organization. Hands-on tax consulting and compliance for individuals, corporations, partnerships, fiduciaries and estates. Leveraged existing business and...
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Futura Corporation
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Boise, Idaho Area
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Chief Financial Officer
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Oct 1996 - Dec 2002
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Boise, Idaho Area
Support of day-to-day operations of Futura Corporation, a personal holding company invested in custom electric sign manufacturing, extruded aluminum metal manufacturing and title and escrow services. Oversight of all financial, accounting and tax policy. Computer modeling for consolidated cash fl...
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West One Bancorp/U.S. Bancorp
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Boise, Idaho Area
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Senior VP & Controller
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Dec 1982 - Jul 1996
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Boise, Idaho Area
Executive manager and chief accounting officer of West One Bancorp, a $9 billion regional bank holding company headquartered in Boise, ID (acquired by U. S. Bancorp-Portland, OR in December, 1995). Responsible for all tax, regulatory, financial and SEC reporting and policy. Supervised a staff of ...
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Arthur Andersen & Co.
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Boise, Idaho Area
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Senior Tax Accountant/Staff Auditor
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Jul 1978 - Dec 1982
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Boise, Idaho Area
Staff accounting support and supervisory lead on client engagements in the financial, service-related, manufacturing, forest products and mining industries, and various governmental entities. Experience in financial auditing and tax services.
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Education
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1974 - 1978Montana State University-Bozeman
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