I am the founder and chief teacher of BBL. We help people start and grow successful bookkeeping businesses. In my capacity as teacher and leader of students, I am rewarded every day through success stories of people - who had no previous experience with bookkeeping - who have launched prosperous businesses from their own home or anywhere else they choose to conduct business.

I help dentist practice owners through advanced income tax planning strategies, business CPA and business valuation services.

Manage 200 business' financial management and accounting services. Oversee hiring and facilitate training for the firm. Serve as CFO for multiple organizations.Built the firm from the ground up; achieved annual revenues of $900k.Led adoption of emerging technologies to enhance the client experience, reduce costs and drive growth. Developed secure client "portals", allowing clients to retrieve critical financial data on-line. Significantly increased service delivery while reducing staffing requirements by 160 hours per year.Uncovered more efficient and effective means of offering services to clients from implementing a paperless office to introducing strategies that reduce delivery time by 35%.Created value added services with the goal of improving client relationships, providing clients with a more comprehensive grasp of their business and driving firm growth.Developed reporting that outlines key financial ratios against clients' peers. Provide "Executive Summaries" - analyses of the competitive landscape with recommendations for improving key financial indicators.Established tax planning meetings with business clients, an unexpected service that strengthens relationships with the firm's key accounts.Provide the financial guidance, strategies and oversight necessary to quickly turnaround troubled financial operations, ensure regulatory compliance and avoid costly penalties.Negotiated a 60 day reprieve for a client facing $1.5MM in potential penalties. Led a team of financial professionals to transform the client's financial operations and deliver all required reporting while simultaneously improving cash flow 40% - $1MM additional cash in just six months.

Developed financial best-practices for business by analyzing financial statements. Performed final review of firm-prepared financial statements and tax returns for businesses and high net-worth individuals.Served as interim CFO for several medium-sized businesses.Drove significant growth by securing several new clients; landed two new accounts - a high net-worth individual and medium sized business that delivered $400k in annual fees and $145k in annual profit.

Provided accounting, financial and tax services to business and individual clients. Specialized in corporations within the retail and professional service industries.Developed the firm to include 200+ clients in just three years with annual revenues exceeding $350k.Served as CFO / Controller for several businesses. Performed a broad range of financial and accounting services from delivering transformations strategies to budgeting and cost analysis.

Taught prospective CPA candidates how to adequately prepare for the rigorous CPA exam. Offered the position after passing the CPA exam on the first attempt, an achievement shared by only 8% of all candidates at the time.

Reviewed financial statements and tax returns for businesses and high net-worth individuals. Served as controller for a 14-doctor medical practice.Developed a new niche serving health care professionals tax / practice management needs resulting in 21 new clients and over $400k in new revenues.Earned a promotion to Senior Accountant after just one year significantly ahead of industry averages.

Selected Airman of the Year 1993 for entire Air Force Reserve Command - a unit of 25,000+. Served as Air Traffic Controller and earned both tower and radar certifications from the Federal Aviation Administration (FAA).