Accounting Practice Owner
Fellow Travelers
I'm an Enrolled Agent (Federal IRS designation), a Registered Investment Advisor, licensed insurance broker, and Senior Professional in HR (SPHR). I've mostly worked with small businesses & business owners rather than larger hierarchal institutions. I can assist with anything financial related ranging from tax strategy & planning, tax & bookkeeping processes, regulatory filings, business structures, cleaning up books & installing better systems, or assisting in figuring out investments (securities & real estate) and/or insurance as they relate to taxes, one's business, and one's personal life... and any employee related areas around those considerations in the business's going concern. Businesses don't exist in vacuums, they exist within the context of the owner's & employee's daily lives, hopes and goals, and their place within the communities they operate in. I've been doing this kind of work for a long time through Fellow Travelers Inc. (Accounting & CFO practice that also operates as a PEO) & Diversified Human Solutions (RIA & Brokerage). Personally, I'm like a lot of my clients. I've had my small business practice since 2009, dabble in various investments, and try to do my best for clients by making their lives a little simpler & easier. I like to believe that clients choose and work with me because I'm better. Better at knowing them, better at being more flexible, better at going the extra mile, better at keeping promises.
I'm open to assisting in any areas where people might think I might be helpful. I imagine payroll related tax issues might be a place that some practitioners might find particularly helpful. I'm also open to working with great people who can help build our practice.
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