Full service CPA firm: Accounting, Tax and Business Advisory including CFO for hire Services.Responsibilities: growing and servicing a base of clients by providing individual and business tax preparation and consulting, accounting and operations advisory services including Controller or CFO for hire for small to medium businesses, debt restructuring and IRS dispute resolution.

Public company providing e-commerce technology and service solutions to retailers and manufacturers including: web development, design, customer care and distribution services.The company’s omni-channel capabilities unite a digital commerce strategy with traditional retail channels, creating an outsourced customized e-commerce shopping experience to the customers of its clients. Services include e-commerce platform development and systems integration; hosting and website management; digital marketing services; order and inventory management; pick, pack & ship; reverse logistics and returns processing; and 24/7 customer care.. Responsibilities included: overseeing all accounting, treasury, financial planning, internal audit, tax planning and compliance, capital budgeting, financial reporting (tax and SEC regulatory filings), corporate finance (including bank relationships, debt financing and raising capital) and mergers and acquisitions as well as divestiture activities.During my tenure:Transformed a retail distribution business in significant decline into a pure play e-commerce technology and service solutions business, shipping over 1.5B in gross merchandise value (GMV) annually. Oversaw company move from Minneapolis to Dallas, hired and trained all new accounting and finance staff. Completed multiple equity raises (public and private placement) including investor presentations (“road shows”), due diligence and drafting sessions. Negotiated contracts including banking agreements and amendments. Expanded and/or relocated all facilities as part of an aggressive restructuring plan and to prepare for growth. Integrated acquisition completed just prior to my arrival, then carved out and divested legacy retail distribution business. The divestiture was followed by the acquisition of significant e-commerce competitor. Oversaw due diligence process and integration of financial and accounting resources as well as improvements in internal and external reporting.

Full service CPA firm with 4 partners located in Northern California.Responsibilities included: growing and servicing a base of clients providing tax preparation and consulting services, accounting and business advisory services including CFO for hire, debt restructuring and IRS dispute resolution. Also, founded Weston & Tuttle Wealth Advisors providing financial and estate planning, investment strategies and wealth management services. Held insurance license as well as series 7 and 66 securities licenses. Grew personal customer base from 135 to over 500 clients which included Corporations, Partnerships and individuals and revenues from 75K to over 500K annually. Sold practice in 2013.

Publisher, marketer and distributor of children’s books and other educational materials through school book clubs and home continuity programs.Responsibilities included overseeing all financial and operational divisions of the company including: accounting, distribution, human resources, information technology, customer service, order processing, insurance, real estate and taxation. Transformed the company in significant decline, moved customer care operations and significantly improved response time and service levels for customers, streamlined warehouse space and efficiency. Completed turnaround project for Private Equity firm with final sale of company to Quad Ventures in 2002.

Leading developer and manufacturer of cycling helmets and accessories sold to mass merchandisers and specialty sports retailers.Responsibilities included overseeing all financial operations, control, strategic planning, reporting, analysis and budgeting. Also responsible for day to day operations including identifying acquisition targets and due diligence, forecast strategy, real estate, information systems, contracts, and insurance.Oversaw relocation of Company headquarters to Dallas, TX from San Jose, California. Hired and trained new accounting and finance staff. Responsible for acquisition due diligence and reporting to CEO and board for several potential targets.

A division of a large international publisher, that operated as a premier publisher of more than 48 specialty interest magazines including Truckin’, Car Audio and Surfing.Responsibilities included overseeing all financial operations, control, planning and strategy, reporting to parent, analysis and budgeting for the company. This included overseeing day to day operations as well as acquisitions, new product launches, real estate, information systems and contracts.

Major U.S. publishers of special interest magazines including Motor Trend, Hot Rod, Sport, Automobile, Teen, Surfer and Guns & Ammo. Nearly 100 titles generating 310M in revenues.Responsible for financial reporting and accounting, including internal reporting and SEC compliance, acquisitions, real estate, contracts, banking, insurance, human resources, Board of Director's reporting, investor relations, taxation, strategic planning and analysis, and information systems. During my tenure, company had double digit growth in revenues and profits through sales efforts and cost containment. Performed due diligence, completed and transitioned 13 acquisitions in 12 months totaling $150M. Improved employee morale by adding profit sharing plan, expanding 401K. Negotiated annual insurance coverage decreasing premium costs. Primary due diligence contact for sale of company to British publisher for $1.5B in Dec 1998.

World leading ski binding manufacturer and snow board manufacturer.Responsible for all financial and administrative aspects of the publicly held company including: preparing consolidated financial statements, SEC reporting and compliance, domestic and international taxation, strategic planning, budgeting and analysis, investor relations, Board of Director's reporting, human resources, information systems and contract negotiations.Responsible for improving consolidation and reporting from international subsidiaries including cash flow controls for 5 different currencies. Built model streamlining the foreign currency translation cash flow reporting process significantly reducing period close time. Bank covenant compliance reporting.

Weekly Newspaper publication delivering business news and information on San Diego County companies, industries and business people. Most noted for the “book of lists” listing top 25 in various industries and categories. Owner also ran Los Angeles Business Journal and Orange County Business Journal.Responsible for all financial, operational, and human resource aspects of the company. This included financial statements, budgets, taxes, cash flow analysis and contract negotiations. Directed all personnel issues including benefit plans, payroll, labor issues, training, policies and procedures. Operational responsibilities included overseeing production of all publications, asset acquisitions and IT. Doubled revenues and operating profit while reducing headcount during same period. Streamlined reporting package to parent. Company went from needing monthly cash advances from parent to sending cash to parent each month.

Legal and Professional publication division of HBJ, Conviser Duffy was a CPA review course program assisting candidates for the CPA exam with a combination of coursework materials and in class instruction.Administered and managed the operations of the company over eight western states. Directed and coordinated programs, created and implemented budgets, marketing plans and other strategies.

Experience consisted of tax planning and compliance review of corporate, partnership and individual tax returns, preparation of audited financial statements and related footnote disclosure.