Hi there, I’m a Certified Public Accountant from New York, licensed in New Jersey with 8+ years of professional experience. I’ve worked within several service-based industries, including membership-based businesses, banking, private equity and real estate investing, as well as consulting for other accounting businesses. However, my knowledge doesn’t stop there - many accounting principles can be applied across every industry, including businesses selling products. I also have several years of experience with tax planning and tax filing for your personal and business returns.

My process begins the same way for both entrepreneurs and individuals - I’ll start with a list of questions and a conversation with you so that I can understand where your finances are currently, and where you want them to be. Then, through reviewing and organizing your financial data, I’ll put together a clear, strategic plan to standardize and optimize your financial reporting. Finally, I’ll apply practical accounting and tax strategies as appropriate to move you closer to your goals. So, whether you need ongoing full-service accounting, a one-time accounting or tax service or year-end review work to prepare for tax filing, my objective is the same - to get you on track with your goals and provide the ongoing support you need to stay on track.

I intentionally work with a limited number of clients at a time so I can provide the dedicated, high quality service that you deserve. I believe that great relationships are built on trust, transparency, and communication. With me, you’ll have a partner who’s proactive and committed to helping you take control of your finances.