| Education:
• California State University, Fullerton
- 1984
B.A. Business Administration with concentration
in Accounting and Management Information Systems
• Golden Gate University - 1991
Masters Degree in Taxation
Professional Experience:
• More than 23 years in public accounting
• More than 15 years at director/shareholder level
• Conducted quality and peer reviews of other accounting
firms
• Contributing editor of "Construction Niche Builder",
Harcourt Brace
Professional Publishers
• Published in the CICPAC newsletter and the "Journal
of Construction
Accounting and Taxation", Warren, Gorham &
Lamont Publishers
• Editor - Construction Controller's Manual
• Accomplished speaker on technical & technological
computer and
accounting issues
• Recognized as "The Best Accountant" serving
the construction
industry by Construction Link magazine, a supplement
to the
Greensheet published by McGraw Hill
Areas of Expertise:
• Construction accounting and taxation
• Computer and management consulting services
• Quality and internal controls
• Light manufacturing and service businesses
Areas of Responsibility:
• Oversees computer consultations and services
• Serves as engagement director for audit, accounting and
tax clients
• Manages internal computer controls and technological updates
Client Benefits Provided:
• Maximization of bonding capacity for contractors
• Reputation and expertise of an industry leader
• Identification of computer issues and solutions
• Successful negotiations of financial agreements
• Recruitment of internal accounting personnel for clients
• Successful completion of IRS and FTB audits
Professional Licenses and Affiliations:
• Associated Builders and Contractors,
Inc.: National Tax
Committee Member
• Software Shop Systems and GEAC/Concord - Associate Accountant
• American Subcontractors Association: Director and Chapter
Accountant
• Associated General Contractors: Tax and Fiscal Affairs;
Insurance and Bonds
• Construction Industry Certified Public Accountants/Consultants
Association: Past-President
• American Institute of Certified Public Accountants
• California Society of Certified Public Accountants: Management
Consulting Services Committee; Accounting Principles and Auditing
Standards Committee
• Life and Disability Insurance License
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