Directors

Directors

  • Oversees all aspects of the Firm's computer network/telephone systems
  • Responsible for system updates, maintenance, and security
  • Provides services to clients, including development of network strategies, implementation & management of IT projects, day-to-day operations, network & server set-up, and IT Risk Assessment Audits
  • Directs human resource activities including recruiting and the creation of policies and procedures
  • Manages administrative functions and supervises administrative staff
  • Oversees financial operations of the Firm
  • Extensive knowledge in corporate taxation, including consolidated returns, understanding and application of ASC 740 guidelines, financial statement accounting for income taxes, and multi-state taxation
  • Client focus: closely held and family owned businesses, publicly held companies
  • Member of Firm's Manufacturing and Distribution team and Wellness committee
  • Provides accounting and auditing services to clients in a variety of industries
  • Client focus: manufacturing and distribution, energy, development stage, private investment and not-for-profit entities
  • Chairs the Firm's Technical Standards Committee
  • Directs all activities related to marketing the firm as well as internal and external communication efforts
  • Assists with individual marketing plans
  • Conducts training programs on various business topics