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