My passions include sharing my extensive financial, tax law and business management experience with small to mid sized businesses and nonprofit organizations to help them prosper and survive. I draw from my leadership roles as the owner and partner of CPA firms and and owner and Chief Financial Officer of various organizations handling the accounting and treasury functions for entities with assets up to one half billion dollars.Professional certifications include Certified Public Accountant, Certified Management Accountant, Chartered Global Management Accountant, Certified Employee Benefit Specialist, Qualified Pension Administrator, Qualified 401 (k) Administrator and former Certified Valuation Analyst.I have over 37 years of experience serving my clients’ needs for financial reporting, compliance with laws and regulations, business planning, tax planning, business valuation, human resources, employee benefit plan administration, accounting and auditing. I have served in court as an expert witness in tax and accounting matters. I have instructed college courses in accounting.My passions also include Practical Self Defense Training for individuals and groups. In addition to my private practice, I instruct college courses in self defense, martial arts, wellness and physical education and am a Certified Personal Trainer. I have over 40 years of experience and black belts in Judo, Jigo Jutsu (Second Degree) and JuJitsu (Fourth Degree.) Specialties: Business ConsultingManagement AccountingQuickbooksBusiness ValuationSuccession PlanningMergers and AcquisitionsFinancial ReportingTreasury and BankingHuman ResourcesPayrollTax Planning and Compliance and Tax Return PreparationEmployee Benefit Plan Administration and DesignRetirement Plan AdministrationHealth Plan Administration Compliance and Reporting for Employee Benefit PlansLitigation SupportForensic AccountingStaff TrainingManagement and Supervisionand Practical Self Defense!