Principal
CurrentA principal in BlumShapiro’s Accounting and Auditing Department with over 25 years of public accounting experience, performing financial statement audits, single audits, and employee benefit plan audits for the firm’s non-profit and healthcare clients, including human service agencies, membership organizations, skilled nursing facilities, retirement communities and residential programs for the developmentally disabled. He has particular experience resolving disputes in field audits conducted by third-party insurers and the Rhode Island Department of Human Services.Works closely with clients in the preparation of cost reports, rate submission and appeals and, on a proactive basis, to develop operating budgets, projections and forecasts. He provides hands-on training to client personnel on the maintenance of Medicare statistics and billing techniques. He also oversees annual audits of financial statements and electronic submission of companies that have obtained insured financing from the Department of Housing and Urban Development.