San Francisco, California 94104
I've been in professional practice for over thirty years as a Certified Public Accountant and have had my own business since 1989. My core competencies include divorce financial mediation, collaborative financial neutral, small business and retirement plan valuations, business plan preparation and startup support, forensic accounting and financial statement assurance services as well as tax planning and compliance and accounting software selection, installation and support. In addition to being a CPA and CDFA, I am a Microsoft Certified Systems Engineer (MCSE) Active Directory and have a Masters in Business Administration and a BS in Journalism from the University of Kansas and an Associates degree in network information systems. I've been profiled by the American Institute of Certified Public Accountants as an accounting pathfinder by its CPA Vision Project.
Professional ActivitiesPresident 2020/2021 Collaborative Practice California Member: ~ ~Board of Directors of Collaborative Practice California ~ ~Missouri Society of Certified Public Accountants ~ ~American Society of Certified Public Accountants
Kansas University 1973 BS Journalism
Kansas University 1975 Masters in Business Administration
Various CPA continuing professional education - 40 hours per year