Commercial Risk Advisory, Insurance Brokerage, and Life Insurance Planning.

Provide customized tax, financial reporting, and consulting services for privately held and family-owned businesses of all sizes.

Provide customized tax, financial reporting, and consulting services for privately held and family-owned businesses of all sizes.

- Oversee audit planning, field work, and reporting- Prepare reports and communicate findings/recommendations to senior management- Manage engagement performance and efficiency- Provide tax preparation and related advice to individual and closely held businesses

- Perform and oversee audit planning, fieldwork, and reporting.- Preparing financial statements and related reports in accordance with professional and firm standards- Manage engagement performance and efficiency- Assess complex financial, operational, and compliance processes and associated risk- Provide tax preparation and related advice to individual and closely held businesses

-Collected, checked, and analyzed spreadsheet data-Examined company accounts and financial control systems-Prepared reports, commentaries, and financial deliverables-Ensured policies, procedures, and regulations were properly complied with

-Performed utility, governmental, and not-for-profit audits-Provided assurance services to a variety of clients-Gained technical knowledge in various accounting and data processing programs

-Implemented a new inventory system-Gained experience in a large corporate environment-Worked as part of a team of summer interns