With over 30 years of profound experience in accounting and finance, I am privileged to serve as the Southern California Business Development Leader at CBIZ. Holding esteemed CPA and CM&AA credentials, I bring a wealth of expertise to deliver unparalleled audit preparation, accounting, tax, and M&A consulting services to our valued clients.My passion lies in assisting companies with exit planning strategies, guiding them through the intricacies of financial management to help them achieve their business goals. I specialize in providing comprehensive support, from ensuring financial statement readiness and bolstering internal controls to crafting strategic tax planning initiatives, conducting meticulous due diligence, and performing precise net working capital calculations.In addition to this, I also enjoy close collaboration with entrepreneurs and early-stage companies, guiding them through the intricacies of financial management to actualize their business goals. I specialize in providing comprehensive support, ranging from ensuring financial statement readiness and bolstering internal controls to crafting strategic tax planning initiatives, conducting meticulous due diligence, and performing precise net working capital calculations. Moreover, I excel in aiding clients with financing and capital sourcing endeavors, ensuring they possess the necessary resources for sustainable growth.As a trusted advisor to high-net-worth families, I offer bespoke business management and tax optimization solutions meticulously tailored to their unique needs and aspirations. My diverse client portfolio spans across industries including real estate, e-commerce, technology, manufacturing, distribution, apparel, and entertainment. With extensive experience in collaborating with companies boasting international operations and revenue surpassing $200 million, I provide invaluable insights and strategic guidance to propel their success.