About My Firm
I formed my own accounting firm with a single principle in
mind: to provide the highest level of personalized client
service possible. Simply put, I care about each and every one
of my clients. You will always be served by me, and will never
have to worry about how many other accountants have access to
your private financial affairs or whether a new staff
accountant has the proper experience to give you the right
advice. If you would like to develop a relationship with an
accountant that will know your name, get to know
My practice is focused on assisting business owners manage the
various aspects of building a successful business. This
assistance includes compliance issues (i.e. business
registrations, tax filings, etc.), management issues (i.e.
financing, business development, employee matters, etc.) and
operational issues (i.e. pricing of goods/services,
profitability analysis, cost reductions strategies, etc.). I
also serve an extensive individual client base by providing tax
planning and tax compliance services.
I have been
a certified public accountant since 1991 and offer expert
accounting, tax, and business consulting services to
individuals and small businesses. I am also a chartered
financial consultant (ChFC). In addition to my expertise,
I pride myself on delivering affordable services in a timely
manner with a personal touch. That's why most of my new clients
are referred by my existing clients.
A graduate of La Salle University, I began my accounting career
at one of the former "Big 8" accounting firms in Philadelphia.
After my stay at one of the "Big" firms, I worked for two
small, local firms located in Bucks County over a period of
five years. After a brief departure from public accounting,
during which time I advanced to Assistant Controller of a
multi-million dollar quasi-governmental entity, I re-entered
the public accounting arena by starting my own accounting
practice in the fall of 1997.
I am a member of the American Institute of Certified Public
Accountants and the Pennsylvania Institute of Certified Public
Accountants. I hold Certified Public Accountant licenses in the
states of Pennsylvania and New Jersey.