About Us
Most small business owners say they now want a lot more than just traditional CPA services. In response, I have transitioned my practice to help clients in a more meaningful and involved way. I have studied and successfully implemented a cutting-edge methodical approach to working with business owners to help them understand and use their financial information to increase their profits, growth and efficiencies of running their businesses. This type of advising is a particularly good match for my 10-years prior experience as a commercial banker. I compliment this approach with corporate and individual tax services for the business and its owners. I have an MBA, a BS degree in Accounting and Computer Science and nearly 30-years experience owning my own CPA practice.
Education
- MBA - University of Texas - 1985
- BS Accounting/Computer Science - University of Kansas - 1982
Commercial Bank Lending Experience
- Bank of Boston and First Republic Bank, N.A. - Dallas, Texas
- SunTrust Banks, Inc and First Union Bank - Pensacola, Florida
Activities
- Plano TX Small Business Admin. Candidate - Financial Services Advocate of the Year
- Plano TX Small Business Development Center Consultant
- Featured Speaker for Congressman Boyd's Small Business Conference Entity Selection Workshop
- Bay County Chamber Small Business of the Month
- President - FL Institute of CPAs - Miracle Strip Chapter
- Santa Fe Small Business Development Center Board Member
- Leadership Bay Graduate
- Bay County Chamber Member: Leadership Bay Steering Committee, Business Referral Networking Group Committee and Ambasadors Committee
- Panama City Beach Chamber Member
- Girls Inc Board Member
- Rutherford High School Excel Scholarship Mentor
- Life Management Center of Northwest Florida Advisory Board Member
- Bay Education Foundation Treasurer
- New Mexico and Texas CPA Societies and Florida Institute of CPAs
- Santa Fe Business and Professional Women Vice President
Why Choose Us
Service
We constantly strive to provide the very best service possible to our clients by:1) Providing initial consultations free
2) Promptly responding to all phone calls and emails within 1 day
3) Completing work in a timely manner
4) Treating every client with integrity and professionalism.
Commitment
Our CPA firm operates on one core concept...commitment to clients. It's about being accessible when you need us, solving problems as they occur, doing what we say we will do, and delivering a superior product as promised.Relationships
Our goal is building trust with our clients, thus creating long-term relationships. Because we realize that having your own business creates challenges and change, we are proactive in constantly seeking the most cutting-edge and effective approach for our clients. We strive to continually be a significant part of our client's team. That's our commitment.