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My  CPA license is issued by  the State of Pennsylvania.  For more than 20 years, I have functioned as a part time CFO/Controller for a number of small businesses.  This experience has given me complete exposure to the special needs, problems and financial issues that small business owners are confronted with.

Recently, I have acquired new clients from United Kingdom based companies that had started up, or wanted to set up, operations in the United States.  My services have included registering them with various tax authorities, as well as filing the paperwork to allow them to do business in the state in which they are located.

I have helped my clients establish employee benefit plans (medical and life insurance, 401k, and performance-based bonus) as well as crafting economic commercial insurance for their businesses.

While not a tax professional, I work with local CPA firms who do the tax compliance.  I also have contacts with various law firms should a need arise in that area.

My record of long-term client retention and satisfaction assures the continuity of your accounting functions.

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