CPA, Enrolled Agent, Analyst, Consultant
I am a Certified Public Accountant and also hold an Enrolled Agent license from the Department of Treasury granting unlimited rights to practice before the IRS. My resume includes several years as a management consultant and nearly a decade in the financial services and investment management industry. I hold a Master's of Accounting, an MBA and a Bachelor's of Science - Corporate Finance from AASCB accredited universities.
Work Terms
All of my work is performed to this highest standards. Work of this quality often requires sufficient runway. Projects that are 24-48 hour turnaround can't be done with quality. My work will result in a high-end product that is comparable to what you would expect to receive from a regional or national firm.
For client confidentiality purposes, I will not attach examples to my portfolio. You wouldn't want me to publish your confidential information if I've done work for you previously. Therefore, I will not publish client work product. I'm happy to walk through some examples via screen sharing/video conferencing.