How I can help you

I am a licensed CPA with over forty years of experience.  I have worked in public accounting firms, including my own,  and in the business sector for both publically owned and privately held companies.  A significant portion of my career was spent in telecommunications with AT&T and its affiliate SBC,  holding middle management positions in regulatory and accounting.  I also served as the Chief Financial Officer of SBC's voicemail subsidiary.  Before my recent retirement, I spent five years as the CFO of a San Antonio privately held company which provided logistics services to AT&T, and conducted numerous other business activities. 

In my public accounting experience, I have provided tax planning and reporting services,  as well as accounting support and training (primarily involving Quickbooks), to numerous small businesses in the San Antonio area. 

I can help clients improve the financial and operational performance of their businesses thru a focus on business planning, cash flow planning, analysis of results, legal and tax structures, and accounting issues and solutions.   

 

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Government & Regulations
  • Business Operations

Industry Experience
  • Banking, Finance & Insurance
  • Construction, Industrials & Utilities
  • Professional & Business Services

Education

BBA in Accounting,  Texas Christian University, Fort Worth Texas


Communication Methods

  • In Person