Founded the company to provide businesses with services and expertise of larger accounting and advisory firms. Assisted startup and mature companies to build their businesses and increase their bottom line. Worked with attorneys, landlords, vendors, legal counsel, and financial institutions to realize results.• Identified and implemented accounting and operational best practices for retail, construction, and transportation clients, increasing business process efficiency by 15-25%• Negotiated facility lease, moving a point-of-service business for a projected traffic increase of +1,000%.• Developed exit and transition strategies for local entrepreneurs increasing value by 20-50%. Strategies included: Increasing revenue, net income and EBITA to maximize valuation on exit. Identifying and qualifying potential buyers. Positioning assets, processes and procedures for seamless transition.• Managed contractors, budgets and cash flow for new fast service restaurant buildout.• Secured new favorable financing and necessary loan renewals for real estate, working capital, and capital assets.

Grifo & Company helps clients comply with accounting and legal requirements while applying industry and accounting expertise to help grow their business. My role focused on directing the daily aspects of multiple engagements, supervising staff, and managing client services while identifying opportunities for strategic and operational improvements.• Designed and built the company platform, pitched new clients, and delivered engagements.• Managed engagement teams to deliver projects representing +60% of the firm's revenue annually.• Recruited and directed human and technology resources to support +1,000% revenue growth in 6 years.• Developed the firm's SOC 2 audit practice and identified clients through internal sales increasing potential audit client revenue by 100%. Service line currently represents +30% of audit revenue.• Spearheaded firm objective to be first movers in the paperless and cloud based accounting space. Created –from scratch– a 100% paperless teleworking office. Reduced overhead and increased employee realization by 25%.• Collaborated with client leaders to identify opportunities, create solutions, and influence organizations. Selected projects include: mergers and acquisitions, product and service pricing, sales and marketing management, operational process improvement, information and technology solutions, accounting systems and control design, and bank negotiations.• Implemented customized client business improvement plans to reduce error rates and process times while increasing employee engagement and customer satisfaction. Areas of focus included: accounting, operations, sales, marketing and technology• Coached executives to control and use financial metrics to secure favorable credit terms, increase borrowing capacity, and reduce taxes.

Baker Tilly assists closely held businesses by providing value and insight as their clients most trusted adviser. My role focused on service delivery through ownership of compilation, review and tax advisory projects.• Co-managed the firm's annual personal property tax return project which included training, workflow management, and review of 200+ Michigan based engagements.• Created, implemented and validated tax saving strategies for 30+ entities, creating millions in savings per business over the life of the entity.• Planned, lead and delivered engagements for multiple clients simultaneously.• Directed and reviewed the work product of 3-5 junior staff members concurrently.• Primary contact for 20+ high net worth individuals and their organizations.• Managed monthly, quarterly and annual write-up services 30+ clients.• Coached executives and trained staff on proper accounting and financial analysis techniques.• Conducted tax planning and preparation engagements as by firm leadership.• Designed and led staff training and firm best practice seminars for working in a paperless environment.