Bio
Credentials
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Enrolled Agent (EA)
Internal Revenue ServiceJul, 2005- Apr, 2026 -
Tax Certification
Internal Revenue ServiceMar, 2005- Apr, 2026 -
Tax Preparer
Internal Revenue ServiceMar, 2005- Apr, 2026 -
QuickBooks Certification
IntuitJan, 1991- Apr, 2026 -
AICPA
AICPA -
BioTrac
BioTrackTHC
Experience
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SingleWide Accounting
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Greater Seattle Area
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Principal CEO
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Jan 1995 - Present
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Greater Seattle Area
Accounting and payroll for start-up companies. Constructions, Entertainers, Non-profit, and retail. Profit and tax planning. Tax preparation
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Venture Law Group
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Palo Alto, California, United States
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Manager of Accounting Operations
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1998 - 2003
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Palo Alto, California, United States
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Highland Digital Ltd
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Palo Alto, California, United States
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Manager of Accounting Operations
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Jan 1994 - Oct 1999
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Palo Alto, California, United States
Managed the Accounting & Payroll department for SUN Microsystems VAR and Highland Software that developed Dog and Pony software developed by Highland Software, Inc, which required royalty tracking and software maintenance accounting. Managed staff of 10+. Budgets, projections, board presentations, and inventory. Sales projections, quotes, profit analysis. Install and set up Great Plains Accounting Software. Train staff. Installed a modern and set-up email list.
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Systemic Formulas, Inc.
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Ogden, Utah, United States
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Chief Financial Officer
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1986 - 1998
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Ogden, Utah, United States
Work with Doctor Wheelwright R&D on formulas, distribution, marketing, and sales. Payroll, Cost Accounting, and pricing. Sales support. Worked on main frame computer and ledgers. Worked while attending College.
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HANOVER ACCEPTANCES FINANCE LIMITED
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Beverly Hills, California, United States
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Staff Accountant
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1990 - 1994
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Beverly Hills, California, United States
Staff accounting for investments and property management with David Abramson Investments. Property management software.
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The Beverly Hilton
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Beverly Hills, California, United States
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Managing Accountant of Events
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1987 - 1990
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Beverly Hills, California, United States
Accounting, budgets, and proposals for events at the Beverly Hills Hilton, Golden Globes Award yearly. Contract Negotiation, Budget Management, Correcpondance, Accounting per account/event, and journal entries in Hilton Main Frame Accounting System.
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Systemic Formulas, Inc.
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Ogden, Utah, United States
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Accounting Bookkeeper
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1980 - 1984
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Ogden, Utah, United States
Work with Doctor Wheelwright R&D on formulas, distribution, marketing, and sales. Payroll, Cost Accounting, and pricing. Sales support. Worked on main frame computer and ledgers. Worked while attending College.
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Education
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1979 -Weber State University
Bachelor's degree, Elementary Education and Teaching -
2021 -Utica University
Master's degree, Financial Forensics and Fraud Investigation -
1985 - 1988Flathead Valley Community College
Associate of Science - AS, Business Administration and Management, General -
1983 -Weber State University
Bachelor of Science - BS, Accounting and Finance
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