Phone: 408-942-6888 x327
Strategic business planning; financial projections, budgeting and benchmarking; start-up / development stage consulting; advanced spreadsheet modeling; FIN 48 and FAS 123R tax accounting; technology solutions provider; corporate, partnership, LLC and individual income tax compliance, research and planning services.
High-net-worth individuals; high-tech industry; software development; manufacturing and wholesale distributors; transportation and trucking; advertising and marketing; mining and extraction; real estate development and construction; wineries and agriculture; personal service corporations.
American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants, California State Board of Accountancy since 1997.
What is your favorite famous quote or your own personal quote?
“When you arise in the morning, think of what a privilege it is to be alive: to breathe, to think, to enjoy, to love.” –Marcus Aurelius
What do you see on the horizon in your line of work?
“Business advisory services are becoming more interdependent on each other in order to be effective. Accordingly, we provide maximum value to our clients when we as CPA advisors work closely with our clients’ key strategic partners, attorneys and bankers. Technology innovations continue to facilitate this interaction and soon the lines will blur between inside and outside partners.”
Is there any advice you would give to a person who is starting out in your chosen career?
“Measure twice, cut once. It’s vitally important to do a self review and have a second perspective on a decision before committing to a choice.”
What is your favorite board game?
“Axis & Allies, as there are several layers of strategy to the game. Each player has to assess the strengths and weaknesses of the country they are playing in order to survive. But in order to win, you have to do the same with the players at the table.”