Areas of Practice

  • Certified Public Accountant with 26 years tax experience
  • Certified Valuation analyst with 12 years experience in business valuation
  • Serves small businesses and individuals in the areas of taxation, business valuation, financial reporting and software support services

 

Education

  • Graduated Summa Cum Laude from Clarion University
  • Received the Elijah Watt Sells certificate in recognition of performance in the CPA exam

 

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Virginia Society of Certified Public Accountants
  • Previous President of the Association of Professional Accounting Software Consultants
  • Member of the Sage Software Small Business Certified Consultants' Steering Committee
  • Member of the National Association of Certified Valuation Analysts
  • Chair of the Audit Committee on the Board of Directors for Christian Relief Services
  • Maryland Society of Accountants
  • National Society of Tax Professionals

 

Media

Speaking engagement topics have included the following:

  • Business Valuation
  • Buying and Selling Businesses
  • Preventing Fraud in Small Businesses
  • Income Taxes for Small Businesses and Individuals Effective Accounting Software for Small Businesses

 

Interviewed regularly by  industry publications in the areas of:

  • Practice Management
  • Accounting Software and Industry Trends
  • Income Tax Preparation

 

Community Service / Interests

  • Formerly served as officer of the Dulles Regional Chamber of Commerce
  • Fundraising rides for National Capital Chapter of the  Multiple Sclerosis
  • Foundation
  • Toys for Tots fundraising

 

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