Charles Nusbaum Email & Phone Number

A versatile and hands on strategic advisor, Charlie Nusbaum has provided financial and business counsel for over 20 years to a wide variety of organizations and individuals. His expertise is concentrated on the accounting, audit, tax and business advisory needs of small businesses through corporate clients with up to $200MM in revenues and $90MM in assets. His industry experience includes manufacturers, distributors, real estate developers, contractors, medical practices, private schools, nonprofits and long-term care organizations.Charlie has executed quality control reviews, and addressed financial statement disclosure and compliance issues of entities subject to financing and governmental reporting requirements. He also has extensive experience in individual, trust, partnership, and corporate return preparation.

Recruited by senior management for expertise with audits and ability to direct and train others. Brought existing business to the firm. Oversaw and mentored staff.  Spearheaded audit and review projects with clients that identified major accounting issues such as unrecorded liabilities, violations of debt agreements, and incorrect deferments of revenue. Provided detailed recommendations to address and resolve issues.  Provided expertise for audit of NJ Dept. of Education Schools for the Disabled. Required thorough understanding of specialized rules and regulations. Served concurrently as audit director and in charge accountant on multiple projects.

Managed accounts, led audits, performed agreed-upon procedures, conducted financial statement quality control reviews, reviewed corporate, partnership, trust, exempt organizations and individual tax returns. Co-presenter for potential business, including during final presentations. Oversaw and mentored 15 staff. Dramatically impacted new business, playing an instrumental role aiding partners in closing on 9 accounts in a one-year period and in obtaining 2 to 3 new clients per year. Developed niche industry knowledge including SEC audit requirements for small business filers, nonprofits, private schools, foundations, arbitrage rebate and verification agent calculations, and specialized rules and regulations for NJ Department of Education Schools for the Disabled.  Recommended efficiencies to C-Level clients that saved money and / or improved internal controls.