May 23, 2019
I am a sole proprietor trusted business advisor in Sacramento, CA seeking new relationships where I can add value to an organization’s accounting, finance, and income tax processes. While I am a sole practitioner, I have a strong network of advisors and assistants to support me or to handle various aspects of your needs that are outside of my expertise. Together, we are your trusted business advisors.
I established my practice in 2013 to provide tax compliance and accounting and finance advisory services to a small group of investors with a national franchising enterprise operating at one time over 200 businesses in 11 states. I served as a consultant and as the director of finance and compliance over the years leading to the opening of my office on Feb 1, 2019 where I continue to serve that group while looking to expand the services I provide to additional businesses.
Prior to forming my practice, I was a tax manager for a regional public accounting firm where I prepared and reviewed income tax returns for individuals, businesses, and non-profit organizations. I also gained significant experience planning and supporting financial statement audits of charities and associations.
My unique blend of public accounting and business industry experience allows me to gain a deep understanding of your needs and develop a solution that will help you achieve your goals, whether you are just starting a business, considering expanding through acquisition, or planning to pass your legacy down to the next generation.
Industries & Areas of Interest
Franchising: I have specialized experience providing accounting and finance advisory services to business owners in the multi-unit restaurant franchisee industry. I work with the stakeholders at all level of an organization depending where needed, such as owners, employees, bankers, franchisors, attorneys, and other CPAs.
Mergers and Acquisition: I have helped owners buy and sell over 150 businesses in transactions totaling more than $40,000,000 ranging from 1 to 20+ units by developing valuations and proformas, negotiating with lenders and landlords, and developing and implementing accounting processes for new acquisitions. I am available to help owners or investors with their M&A goals, and I am seeking professional development opportunities to elevate my level of service in this area.
Non-profit: Early in my career, I gained significant experience working with charities and associations on their financial and income tax compliance and I am seeking professional development to learn the newest developments in this area. I am seeking relationships with non-profit organizations where I can add value to their accounting and finance function.
Cannabis: I am seeking professional development and networking opportunities in California’s cannabis industry. I am a member of the California Cannabis Industry Association and am seeking opportunities to work with other professionals and to develop relationships with cannabis businesses.
American Institute of CPAs
California Society of CPAs
California Cannabis Industry Association
Power Inn Alliance
My office is currently open by appointment only as I often visit and conduct work at my clients' offices. Please call or e-mail to schedule a visit.