On a mission to provide financial clarity to individuals and organizations.


Specialties
Not-for-Profit Entities
Forecasting and Reporting
Audits and Reviews
NetSuite Savior Operations
Cost Savings InitiativesOperational
Key Quickbooks Integrations
Monthly bookkeeping and reporting
Zero-Based Budgeting
KPI Development
Cash Management
Profitability Analysis by {Desired Category}
Payroll by LineSpecial Projects
NetSuite Saved Searches and Dashboards
IRS and State Tax Resolution
Higher Education - Program Analyses
Higher Education - Retention Modeling
Photo by Massimiliano Morosinotto on Unsplash
I have a passion to protect and serve people and organizations I care about. I will never stop learning new techniques in Python, SQL, Excel or even Claude Code to make sure I meet people where they are and find the best solutions for them.I have active CPA licenses in NY and NJ; I am obsessed with parfaits and coffee; proud father and husband.

I'm always looking to connect with great people.
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