With over 30 years of diverse industry experience as a business owner, entrepreneur, and accountant, we have learned that helping clients achieve long-term success is more than just the numbers. Personalized service and valuable insight lead to valuable results – elevating each client’s financial position.
As a business owner and individual, you’re faced with many challenges and choices. Over the past 30 years, I too have experienced making these types of decisions. Finding a Certified Public Accountant and Business Advisor is an important choice, and I am here to help. While I have great accounting and analytical skills I am better at listening and understanding the challenges you face. Understanding your business and personal goals enables me to provide the best solutions to the things that worry you.
I have many clients within various industries and many segments of the market. I am familiar with all aspects of a business’s life cycle; complex planning, due diligence, financing, post-acquisition activities, disposition, and family transfers. This understanding of a business’s life cycle allows me to provide accurate and timely information, so you can make solid decisions. With my strong knowledge of the federal and state tax systems, I can minimize your obligations by properly structuring transactions.
A critical responsibility of mine is to gain your trust and understanding. I do so by spending the time necessary to discern the best advice possible. When my skills are applied effectively, the full potential of your personal and business value can be realized.
Located on the Southeast corner of PGA Blvd and Military Trail; West of I-95 on PGA Boulevard. Offices also in Orford, New Hampshire.