Experience

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  Smart Tax and Bookkeeping Solutions LLC

  • Austin, Texas Metropolitan Area

  • Owner and Director of Innovation

    • Jan 2020 - Present
    • Austin, Texas Metropolitan Area

    Delivering dynamically integrated financial ecosystem designs for “discriminating” entrepreneurs. Cloud-based Quickbooks, Metrics, Payroll, and ProConnect Tax coupled with state-of-the-art Mobile Apps. • Targeting best of brand companies making a difference in the Austin, Dallas, San Antonio, and...

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  SMART TAX SOLUTIONS LLC

  • Haiku, HI 96708

  • Managing Partner

    • 2014 - 2017
    • Haiku, HI 96708

    Reimagined taxes as a creative opportunity rich, fun entrepreneurial environment. Developed forward-thinking mobile data capture tax compliance practices for SMB’s.• Successfully represented clients with the IRS resulting in significant tax savings.• Contributed to early development of Intuit’s Q...

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  Pierce Gray & Associates

  • Maui County, Hawaii, United States

  • Accounting Visionary

    • 2003 - 2014
    • Maui County, Hawaii, United States

    Accounting innovator pioneering migration of SMB’s from Quickbooks Desktop to new and revolutionary cloud based Quickbooks Online (QBO). Achieved giant leaps in organizational workflow efficiency by employing Technology Stacking, Metrics, Appifying, and Mobile solutions.• Introduced new bank and ...

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  Periplus Publishing Group

  • Singapore, Singapore

  • Chief Financial Officer

    • 2000 - 2002
    • Singapore, Singapore

    Directed global financial operations of Periplus Publishing Group with subsidiaries in Hong Kong, Japan, Indonesia, Malaysia, India, Philippines, and the US. Restructured subsidiary in Japan, leading to 60% increase in profits. Designed bookstore security procedures in Indonesia that eliminated l...

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  Logic Inc

  • Lebanon, New Hampshire, United States

  • Key Account Manager

    • 1995 - 2000
    • Lebanon, New Hampshire, United States

    Designed and provided high-end vertically integrated job costing software to the graphic arts industry, including sophisticated data capture technology. Oversaw key accounts in the US, South America and Asia.• Managed installation of advanced data collection equipment on high-speed printing press...

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  SCS

  • Santa Cruz and Palm Springs, CA

  • Partner, CFO, Director of IT, Finance and Manufacturing

    • 1987 - 1994
    • Santa Cruz and Palm Springs, CA

    Founded high-tech company in Silicon Valley delivering anti-static solutions to major tech companies, including Apple, Intel, Seagate, Motorola, IBM, Lockheed, and NASA. Pioneered high-voltage ionization technology to neutralize static charge in chip fabrication, clean rooms, and electronic assem...