About

ABOUT US

ABOUT

With over 37 years of expertise, I hold Business Success Workshops for Accounting Practice Owners. Our Group Coaching, One-on-One Coaching, and Mentoring Services will help you achieve your targeted client acquisition and accounting practice management more quickly than by trial and error method over many years, or paying several hundred thousand dollars to purchase a practice from another CPA.


This course will go over the strategies and tactics on how to build a CPA practice more effectively. It is easier to learn it from an experienced, successful CPA who has done it for over 37 years. This course is only for CPAs who are serious about building their practice quickly and efficiently. 


Call me to receive a Complimentary one-hour consultation on the most challenging problem you have, and I will send you a copy of the meeting recording. I will also include the "12 Tips for Building a Successful Accounting Practice" and the "15 Hiring Mistakes." 

Book Your Consultation

★ What Makes Me Different ★ 


I built and grew a profitable accounting practice for over 37 years and sold it successfully to another CPA. 


I am a coach and advisor to all my clients and staff. My goal is to help them grow and prosper. I listen to their challenges and work with them to resolve any problem they encounter and help them succeed in their endeavors.


My goal is to help you succeed and achieve your goals and be happy, healthy, and fulfilled in your vision and mission.

★ Specialties Include ★

CPA, Accountant, Accounting Business Coaching & Mentoring, Accounting Business Marketing, Accounting Business Development, Accounting Practice Management, Accounting Employee Hiring & Training.

Education


University of California, Berkeley
Master of Business Administration - MBA, Accounting

Sep 1973 - Aug 1974

Grade: 3.91

Activities and Societies: Teaching Assistant to undergrad and graduate students.

Phi Beta Kapa


University of California, Berkeley

B.S., Accounting & Finance

Jan 1971 - Aug 1973

Grade: 3.8

Activities and Societies: Tutor and Reader during Undergrad studies and Teaching Assistant during Graduate School.

Phi Beta Kapa



Certificates

  • Certified Financial Planner (CFP) - CFP Board
  • Certified Public Accountant - California State Board of Accountancy
  • Insurance Agent: Accident, Health, Life, Variable Life & Variable Annuities - California Department of Insurance
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