I Start by Becoming Part of Your Team

I believe in working very closely with my clients and becoming part of the client's team for growth.  In many cases, I function as a chief financial officer.  I work with my clients to develop banking relationships and act as a liaison between the client and other outside advisors.  I believe that it is in the client's best interest to develop in-house capabilities to provide much of the accounting and tax compliance work.  Of course, I am prepared to supervise this function or to meet any of my clients' needs if in-house staff is not available.

My primary focus is, and always will be, to provide the highest level of tax and financial services, without becoming a "necessary evil" to my clients.  I strive to work closely with all of my clients -- to understand their needs and goals and to provide advice and assistance as if I "was in their shoes."  While this may seem like a cliche, I recognize that many other accounting firms believe that the services they provide are the end product, rather than a necessary part of the much larger goal of success and growth.

With this as my goal, I recognize the need to work closely with my clients and to provide my services in a professional and timely manner.  I have no desire or intention to become a much larger firm.  One of the primary reasons why I left my former firm is that, as the firm continued to expand and grow, I lost personal contact with my cliients.  That is what enabled me to service them with the level of dedication to which they became accustomed.

Continuous Education

I go through rigorous continuing education to keep abreast of current changes in tax strategy and maintain the highest level of quality control.  I am here to provide you with the objective, independent advice you need - now and in the future.

Strategic Planning

But these days, knowledge and expertise are not enough. You need experience and advocacy as well.  I can help you develop a strategy and implement its features to achieve your goals.