I work with CEOs, managing directors, executive leaders, and board members of non-profit organizations and educational institutions seeking to strengthen the financial health of their organizations.
I help 501(c)(3) tax exempt organizations achieve their goals. I guide clients through forecasting, budgeting and fiscal management. I provide tax compliance and accounting best practices, and I help organizations establish controls and procedures that promote accurate financial reporting. I help my clients leverage their financial data to maximize outcomes and deliver insights to internal management, stakeholders and donors.
I've reduced a client's assessed tax liability down by 97%, removed federal penalties that would have forced a client to close permanently, and saved a family business so it could be passed on to the next generation.
I've worked on Wall Street, Main Street, and backstage at concerts. On Wall Street I was employed in the operations division of a brokerage, handling mortgaged backed securities (bonds) with a daily trading volume of over $5 billion. Concert promoters used to hire me to serve performing artists as a sous chef and personal shopper.
I love cooking, my family, and my pets. When I’m not working, I enjoy traveling with my lovely bride of 22 years, and cooking for same. Left to my own, you’ll find me either on a golf course or the back of a horse.