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DBE/ACDBE Consulting &Training

Active licensed certified public accountant with expertise to perform the following accountancy services: (1) conducting an audit of financial statements; or (2) providing a written certificate or opinion on the correctness of the information or on the fairness of the presentation of the information in: (i) a financial statement; (ii) a report; (iii) a schedule; or ((iv) an exhibit.

Extensive experience in applying principles of accounting to analyze financial information and prepare financial reports by compiling information and utilizing appropriate accounting control procedures. Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles, with a particular expertise in personal and corporate accounting and tax methods.

Ability to analyze business and personal tax returns, account balances, general ledgers and develop in layman's language interpretations, explanations, and recommendations.

Ability to clearly communicate the results of work performed to clients and managers both verbally and in writing

Experience in analyzing and reviewing an individual's net worth, assets and liabilities, including but not limited to individual retirement accounts, real property, life insurance (including cash surrender values), stocks and bonds, and non-marketable securities.

Experience in researching and analyzing a variety of complex technical data, obtaining information from various sources, and working closely with client. Ability to search and obtain information on unrecorded assets and liabilities, and summarize changes in account fund balances and pertinent legal documents. Ability to provide expert analysis and advice to the program manager regarding financial matters encountered in the DBE/ACDBE program.

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