Executive Summary
A seasoned accounting professional with private and public
experience (former CPA) focused in working with entrepreneurial
companies. Experienced in creating accounting systems, accounting
controls,
cash management, information systems and re-creating records
from historic and source documents.
Professional Experience Summary
Vice President and Co-Owner (Private company experience)
2002– Present
Worked in concert with high risk investors to install accounting systems with acquired companies and to evaluate systems of proposed investments.
Experienced in several common accounting systems for small/medium business and has developed custom management information systems relevant for the business type and identified requirements. Experienced in lender reporting and tax planning issues.
Accounting (Public and Large corporate)
1979– 1994
Extensive experience in a Big Four accounting firm focused
on entrepreneur tax reporting, planning, real estate accounting,
partnership accounting, and estate planning.
Certified Public Accountant that independently managed high
profile relationships and managed a staff of other accountants
in complex assignments requiring significant client interface
and management.
Tax professional in Fortune 100 level companies focusing
on Oil and Gas accounting and tax planning. Managed outside
audits and worked with CPA firms to confirm tax liabilites.
Education
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1979 BA, Economics and Accounting, Midwestern State University,
Wichita Falls, Texas |
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1988 Masters in Business Taxation, Golden Gate University,
San Francisco, California |
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1989 – 1997 Member AICPA and California Society of CPA’s |
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