Bio
Credentials
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Master Analyst in Financial Forensics
NACVAJun, 2014- Apr, 2026 -
Certified Public Accountant
Washington State Board of Accountancy
Experience
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United States
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Accounting
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1 - 100 Employee
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Principal
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Nov 2015 - Present
In addition to providing clients with tax and financial reporting services, I provide Part-Time CFO services and consulting for closely held businesses and their owners. My consulting engagements include tax planning, tax matters and/or research, as well as federal and state reporting requirements. I'm closely involved with the firms recruiting activities and related events and have a strong focus in both accounting and auditing and forensic accounting. I hold certifications as a CPA and a MAFF (Master Analyst in Financial Forensics) specializing in forensic accounting.
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Manager
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Sep 2012 - Oct 2015
In addition to providing clients with tax and financial reporting services, I provide Part-Time CFO services and consulting for closely held businesses and their owners. My consulting engagements include tax planning, tax matters and/or research, as well as federal and state reporting requirements. I'm closely involved with the firms recruiting activities and related events and have a strong focus in both accounting and auditing and forensic accounting. I hold certifications as a CPA and a MAFF (Master Analyst in Financial Forensics) specializing in forensic accounting.
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Senior Staff Accountant
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Jun 2007 - Sep 2012
In addition to providing clients with tax and financial reporting services, I provide Part-Time CFO services and consulting for closely held businesses and their owners. My consulting engagements include tax planning, tax matters and/or research, as well as federal and state reporting requirements. I work with a wide range of clients in industries including: Real Estate, Construction, High Tech, Property Management, Wholesale Distribution, Manufacturing, Professional Services, Service organizations and Internet based companies.
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Staff Accountant
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Jun 2006 - Jun 2007
In addition to providing clients with tax and financial reporting services, I provide Part-Time CFO services and consulting for closely held businesses and their owners. My consulting engagements include tax planning, tax matters and/or research, as well as federal and state reporting requirements. I work with a wide range of clients in industries including: Real Estate, Construction, High Tech, Property Management, Wholesale Distribution, Manufacturing, Professional Services, Service organizations and Internet based companies.
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Education
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2007 - 2009City University of Seattle
N/A, Business/Accounting -
2002 - 2006Western Washington University
BA, Accounting -
1999 - 2002Stanwood High School
Suggested Services
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Industry Focus. “Accounting and Auditing”
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