I’ve been serving clients & not-for-profit organizations in multiple states for over 30 years helping business leaders with their systems, processes, and finances.
Staff auditor for the accounting firm of KMPG Peat Marwick.
First ever Controller for the law firm Akerman, a top 100 law firm in the US.
Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.
Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management. Achieved top 1% production levels in the industry.
Treasurer, Inverness Golf and Country Club
Calvary Church of Inverness – Coached the youth ministry team to focus on their quarterly priorities and to streamline the organizational structure for volunteers.
Former Treasurer, MulliganLife – a Florida non-profit ministry
Former Chairman, True North Foundation – helped them organize a planned giving committee
Learn More: https://cbizcoach.co/