1. What is your background and education?
Small business is a family legacy for me. Watching and working with my dad in his manufacturing business as a buyer and a controller inspired me to create a small business of my own.
Along with the practical experience in several businesses, a bachelor’s degree in Philosophy and masters degree in Financial Services and earning a CPA designation, I created the present day JTC CPAs from humble beginnings. Our focus on helping other small business owners grow makes each day exciting and new as we work together to tackle the challenges of small business ownership.
2. What are your areas of expertise in the accounting/bookkeeping field?
As an experienced controller with advanced education, I can see situations play out and I can provide guidance and direction to successfully manage challenging situations. I encourage clients to tackle tax issues head on and work through issues such as cash flow, personnel and reporting .
3. Any certifications or awards?
Certified Public Accountant, Certified Financial Manager, Certified Management Accountant, Certified Fraud Examiner, Boston University – Masters of Science (Financial Services)
Utah State University – Bachelors of Science, Summa Cum Laude (Philosophy)
4. What service are you passionate about in the accounting field?
Leading small business owners along the path of growth from start up to success by matching the right accounting tools and processes each business owner needs.
5. What is a quote you like to live by?
Have a grateful heart and work hard. Expect God to provide lots of surprising experiences in life. ~JET