Consulting

After more than 30 years of experience in accounting and finance, I wrapped up my last job by selling my employer’s company. Since then I have been working as CFO/Controller for several related businesses and working as a consultant.  Recent consulting projects have included:

• Forensic accounting research to support a pending lawsuit between shareholders
• Rewriting an employee handbook.
• Helping a company to clean up a mess left by an office manager who was fired.
• Part time CFO/Controller work while a key employee was out sick.
• Expert testimony at a trial on a child support dispute
• Advice to closely held businesses on hiring key accounting personnel
• Estate planning
• Forensic accounting research to support a pending lawsuit between shareholders
• Expert testimony at a trial related to a child support dispute
• Candidate assessment for a closely held businesses  hiring a key accounting employee
• Estate planning to high and low net-worth individuals
• Key speaker to the 400 members of the Family Law section of the Oregon State Bar Association at their annual meeting in October, 2013. Topic:  Finding Hidden Value in Closely Held businesses.