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  • Experienced Senior Consultant

    $35/hr Starting at $500 Ongoing

    Dedicated Resource

    Experienced Senior Consultant taking a leave of absence for work/life balance purposes. I build world class strategic plans, business plans, financial models and pro formas via Microsoft Excel and Microsoft...

    AnalysisAnalytic ModelingAnalyticsBusiness PlanningConsolidated Financial Statements
  • Taxes

    $100/hr Starting at $500 Ongoing

    Dedicated Resource

    Comprehensive business and individual tax preparation, filing and consultation. Primary focus on S-Corps, C-Corps, Partnerships and corresponding individual returns. Serious inquiries only. U.S. returns...

    AccountingAnalysisAnalytic ModelingAnalyticsBank Reconciliation
  • Custom Automated Excel Templates

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    An excel template tailored to your unique needs allows even the most novice users to enter data, analyze scenarios and create reports. If developed appropriately, this cost effective option mitigate the...

    AccountingAnalysisAnalytic ModelingAnalyticsBank Reconciliation
  • Financial Statements & Financial Models

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    Comprehensive consolidated financial statements and financial models. Reports intended for external users require additional work to meet state and federal requirements. Custom models designed for internal...

    AccountingAnalysisAnalyticsBank ReconciliationsExcel


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.