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Richard Robinson, Cpa, Cgma profile image

Richard Robinson, Cpa, Cgma

President &amp; CEO at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Aim High Financial, Inc.</span>
Intro Book
Experienced CPA and Cgma with expertise in accounting, tax, mergers, estate planning, and small business
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Location
Santa Fe, New Mexico, United States, US
Languages
  • Thai, Chinese -
Skills
  • Accounting
  • Tax Preparation
  • Mergers
  • Estate Planning
  • Corporate Finance
  • Show all
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Bio

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Richard Robinson is a seasoned CPA and Cgma with 43 years of experience in accounting, tax preparation, mergers, estate planning, corporate finance, small business, strategic financial planning, Quickbooks, and strategic planning. He has held various roles, including President & CEO at Aim High Financial, Inc., Advisor at AdvisoryCloud, and Secretary, CFO, and CCO at AmeriCare Clinical Technologies, Inc. He is also a member of the Santa Fe Estate Planning Council Board of Directors, Santa Fe Business Solutions, LLC, and has been involved with various other organizations. He holds a PhD in International Economics, Economic Development and Public Policy from the University of Denver GSIS, an MBA in International Management from Thunderbird School of Global Management, and a Certificate in National Resource Management from the Industrial College of the Armed Forces. He is a Chartered Global Management Accountant and a Retired CPA.

Credentials

  • Chartered Global Management Accountant
    AICPA
    Dec, 2014
    - May, 2026
  • CPA (Retired)
    State of New Mexico Board of Accountancy

Experience

  • Aim High Financial, Inc.
    • Santa Fe, New Mexico Area
    • President & CEO
      • Jan 2014 - Present
      • Santa Fe, New Mexico Area

      Specialists in Mergers, Acquisitions, and Turn-arounds for small and medium size businesses encountering business down turns or wishing to accelerate revenue and profit growth.

  • AdvisoryCloud
    • Advisor
      • Apr 2020 - Present
  • AmeriCare Clinical Technologies, Inc.
    • Secretary, Chief Financial Officer, & Chief Accounting Officer
      • Jan 2013 - Present

      Secretary to the Board of Directors, responsible to maintain all pertinent company records for the parent and all subsidiart divisions;Maintain all company accounts, results of operations, and budgeting.

    • Secretary and Member Board of Directors, Management team, and Chief Financial Officer
      • Jan 1999 - Present

      A business Development and Consulting Services Company in the Medical Services Industry

  • Santa Fe Estate Planning Council - Secretary Bo...
    • Secretary Board of Directors
      • Dec 2011 - Present

      Maintain corporate records for a non-profit entity.

  • Santa Fe Business Solutions, LLC
    • Santa Fe, New Mexico Area
    • Owner
      • Nov 1980 - Present
      • Santa Fe, New Mexico Area

      Santa Fe Businesss Solutions, LLC is a Small and Medium-size Enterprise accounting, bookkeeping and tax service. We install and maintain small business accounting systems. To support these functions, we provide the client with a paperless office environment and an internet based on-line accountin...

  • Western CPE
    • Attendee
      • 2011 - 2012

      Continuing Professional Education updates

  • Santa Fe Chamber of Commerce
    • Member
      • 1993 - 2011

      Member of the Economic Development Committee of the Chamber

  • Santa Fe Gathering of Angels
    • Attendee
      • 2000 - 2010

      Critiqued many financing proposals from small business searching for equity and debt capital.

  • KC Truby & Bridge21
    • Mem
      • 1999 - 2006

      Conduct QUickBooks seminars aand provided contract accounting

  • 8020 Accounting
    • Member
      • 1999 - Jul 2005

      Elected to life memberfship as one of the :"400 Best Small Busines Accountants in America."

  • BNI
    • Member
      • 2002 - 2005

      Former member

  • Unitted States Air Force
    • Commissioned Officer
      • Jun 1955 - Jul 1976

      As a commissioned officer of the United States Air Force, I have over 21 years experience leading and directing various operational activities in high technology electronic, computer. and missile systems.

Education

  • 1990 - 1995
    Unversity of Denver GSIS
  • 1979 - 1980
    Thunderbird School of Global Management
  • 1972 - 1974
    Industrial College of the Armed Forces

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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