My Elevator Pitch-It’s about Helping Clients, Relationships and Trust
It’s not debatable. If you’re a professional services provider and you can’t build relationships or trust with your Clients, you won’t be successful. If you don’t enjoy Accounting, Business or helping Clients realize their goals and solve their problems, you won’t be able to make the kind of meaningful, impactful difference your Clients expect, particularly in this uncertain climate when they need it most. Trust and relationships are the most valuable currency a professional services provider holds. I respect Clients, whether they are prospects or existing Customers and I strive to create the kind of value that builds and enhances trust.
Vision and Commitment
My Firm is built around four cornerstones that describe my approach to every Client relationship-Efficiency, Integrity, Proficiency, and Reliability. Clients expect nothing less from their Accountants and Tax Professionals. Every Client and engagement is different and most often evolve over time. I pride myself in being able to handle many Clients with multiple, shifting priorities under difficult circumstances-my Project Management background came in handy! I read people and situations very well, so I can quickly target what needs to be done and how best to communicate complex Accounting or Tax matters so Clients understand the value in what they’re getting. Whether it’s a straightforward tax engagement or complex compliance issue, I use plain language and Accounting or Tax Practitioners should do the same. Accounting and Tax Practitioners in small practices will often be asked to help Clients with problems outside their immediate areas of expertise. Clients look to their Accountants for their business savvy and I seize these opportunities to guide, assist or lead.
My manufacturing experience and engineering background gives me a unique understanding of the complexities associated with manufacturers and engineering service firms. I know the lingo and their pain points. Accounting and Tax work is required for compliance but Accounting should also be used to give owners the insight they need to run their operations more efficiently and effectively. Owners that understand their financial performance or tax situation are better poised to make better decisions in less time as they grow their company. Whether you’re a Schedule C Filer-Sole Proprietor/SMLLC, a Pass-Through Entity-Partnership or S-Corporation or “stand-alone” C-Corporation let us discuss your unique situation to understand if it makes sense to engage our services. My firm is in the relationship business and the trust my Clients place in me is the one attribute that I take pride in most.
- When an Accountant tells you how unique they are versus their competitors, ask, what makes them unique? How does their background or experience give them a unique insight into the complexity and specifics of your business if they’ve never worked in operations, sales, marketing or any other discipline outside of finance or accounting? In many cases, they are not unique and more often than not, they’re focused on compliance (a necessary but basic entry point to call oneself an Accountant). This is not meant to disparage Accountants, just the opposite. However, since compliance is the centerpiece of much of the training that Accountants undergo, it calls into question their relevance when labeling themselves as advisors from the clients’ perspective if they lack broader functional expertise outside of traditional financial accounting and reporting.
- We don’t suffer from large indirect costs or overhead. Consider the value of what you receive when choosing a capable Accountant/Bookkeeper/Tax Professional. Overhead costs associated with brick and mortar offices get passed on to you, the client.
- We’re here to help you, the small business client, understand how to use the power of your Accounting and Financial data to suggest ways to operate, plan and grow more efficiently and profitably.
- Enrolled Agent. Authorized to represent Clients before the IRS in all tax matters.
- Completed/passed all (4) sections of the CPA Exam.
- Completed 30 credit hours of Accounting Coursework required to meet CPA licensing requirements. Aggregate GPA = 3.9/4.0.
- Adjunct Faculty Instructor, Oakland Community College-Taught four-credit hour Managerial Accounting course. Tutor/Exam Prep Instructor, Walsh College-Assisted students at all levels of Accounting, Introductory to CPA Candidates.
- Positions and roles with several Automotive Suppliers/Manufacturers as a Project/Program Manager. Work history also includes positions in finance, sales, plant manufacturing, product engineering, business planning, marketing, business development, product-line management and consulting for hybrid-electric vehicle components and LED lighting.
- MBA-Finance, (with Honors) Wayne State University, Mike Ilitch School of Business Administration.
- B.S. Electrical Engineering, University of Michigan, College of Engineering.
- Running a business is complex and time consuming: As a small business owner, myself, I understand the time pressures and constraints that every Owner/Operator/Partner endures. You’ll be confident knowing that your records/books are in capable hands.
- I love Accounting: Whether it’s learning about a new application or expanding my technical knowledge or technique, I’m always challenging myself to learn so I can be a better resource for my clients.
- I bring a sense of urgency to completing tasks: I’m an Accountant with a Project Management background. I won’t waste your most precious resource, your time. I have the experience and expertise to quickly grasp the problem, solve it and move on.
- For your peace of mind: Insured for errors and omissions (E & O). Certificates available upon request.
I bring a sense of urgency to every engagement. Every engagement, project or task has complexity. Regardless of the duration, scale or scope of each, I approach every engagement in a candid, friendly and open manner with each Client. Resolving issues and helping Clients move forward are both key to a successful practice.