Responsible for all financial responsibilities of a fast-paced and growing real estate company specializing in outside industrial storage. As a CPA who is certified in business valuation and forensic accounting, internal controls, timely financial reporting, and tax efficiencies are top priorities. Our team takes properties from vacant lots to fully functioning positive cash flowing operations.

I love working with clients to help them grow their companies, increase profits and wealth, improve accounting controls, evaluate contracts, recover lost assets, decrease taxes, and advise in negotiations in a variety of industries. I take complicated information and make it easy to understand. My motto is do great work and be easy to work with!I have performed over 600 business valuations, recovered over $12,000,000 in embezzled assets, and worked closely with many entrepreneurs to… Show more I love working with clients to help them grow their companies, increase profits and wealth, improve accounting controls, evaluate contracts, recover lost assets, decrease taxes, and advise in negotiations in a variety of industries. I take complicated information and make it easy to understand. My motto is do great work and be easy to work with!I have performed over 600 business valuations, recovered over $12,000,000 in embezzled assets, and worked closely with many entrepreneurs to make their good companies great by providing them with sound business advice, timely/accurate financial information and business contacts to accomplish their goals.Specialties: Business Valuation, International Accounting, Auditing, Estate Planning, Financial Statements, Forecasts & Projections, Forensic Investigations, Succession Planning, Staff Development, Strategic Planning, Tax Planning & Compliance in Chicago, Milwaukee and surrounding areas Show less

Acting partner for client relationships, profitability and the oversight of all areas of client service including audit & accounting, tax, and consulting.• Prepared and presented proposals, presentations and seminars to a variety of audiences to sell services, and increase knowledge base of staff thereby increasing profits and staff efficiencies.• Directed all audit/accounting as well as tax planning and compliance for owner operated companies.• Valuation specialist of… Show more Acting partner for client relationships, profitability and the oversight of all areas of client service including audit & accounting, tax, and consulting.• Prepared and presented proposals, presentations and seminars to a variety of audiences to sell services, and increase knowledge base of staff thereby increasing profits and staff efficiencies.• Directed all audit/accounting as well as tax planning and compliance for owner operated companies.• Valuation specialist of privately held companies, bonds of publicly held companies and large estates. Valuations performed for the purposes of transactions, asset transfers, tax savings, succession planning, divorce litigation and financial statement presentation.• Lead forensic investigator of an $8,000,000 fraud, which resulted in a FULL RECOVERY for the client and 7-year prison sentence for the thief, included the supervision of a staff of eleven accountants and the authoring of all fraud reports submitted to the courts on the civil actions, and to the FBI and IRS for the criminal actions. • Consistently ranked in the top quartile of performers based on over $300,000 in annual profits by individual. Show less

Valuation specialist of privately held companies, real estate partnerships, family limited partnerships. Lead auditor of privately held companies which included client relations, staffing, planning, fieldwork, review and issuance of financial statements in a variety of industries including manufacturing, distribution, technology, associations, and governmental entities.• Consulted with management in the industries of manufacturing, distribution and technology to prepare projections to… Show more Valuation specialist of privately held companies, real estate partnerships, family limited partnerships. Lead auditor of privately held companies which included client relations, staffing, planning, fieldwork, review and issuance of financial statements in a variety of industries including manufacturing, distribution, technology, associations, and governmental entities.• Consulted with management in the industries of manufacturing, distribution and technology to prepare projections to plan future operations which aided in the overall direction and profitability of their businesses. • Developed Excel models for applications of valuing large estates with over 100 privately held investments.• Managed staff, work flow, and client communications and expectations on all audit and consulting projects to meet client deadlines.• Provided tax planning and oversight of client services including buying and selling their businesses.• Formal mentor for managers and staff aiding them in their advancement within the firm while attaining firm goals. Show less

Led audit the planning and budgeting process, supervised staff during field work, prepared and reviewed work papers and financial statements for partner review. • Managed the hiring process for beginning staff positions which involved campus recruiting, interviewing, firm visits and offer presentations.• Initiated a beginning staff training program which involved mentoring, assigning staff to particular assignments, and seminars.