Who I work with
I work closely with CFOs and owners of small to midsized, privately held companies in manufacturing and distribution and other industrial sectors.
I have 30+ years of experience in technical accounting standards, GAAP, financial reporting and financial analysis. I am responsible for managing quality control of audit engagements across the Carolinas. My expertise surfaces strategic insights that can increase profitability, and I have significant experience providing assurance reporting for raising capital and M&A transactions.
Results I have delivered
Audits don’t have to be stressful. We often find money and tax savings for clients. I identified a previous AMT tax overpayment for an audit client. Working with Aprio’s Tax team, we were able to obtain a refund of $775,000 at a time when the business needed a cash infusion.
Unique things about me
Our family works with local organizations to rescue dogs and we have fostered or adopted many in recent years.
When I am not at work
I enjoy road biking and jogging and am a passionate Carolina Hurricanes hockey fan.
People say I am
Approachable, experienced and reliable