Type Of Business:
Public Accounting Firm
Marketing Area:
Local; Regional
Expertise:
Business and Personal Advisory Services; Quickbooks Implementation; Tax Preparation; Write-up Solutions
Major Product/SVS:
Attest Services; Business and Personal Advisory Services; Payroll Processing; Quickbooks Implementation; Tax Preparation; Write-up Solutions
Favorite Business Publication:
Accounting Today
Hobbies/Sports:
Family; Volunteering; Realestate Investment and Management; Golf
Education Degrees:
Master of Business Administration, Western New England University (2006)
Bachelor of Science in Business Administration, , Western New England University (1999)
Affiliations Awards:
Massachusetts Society of Certified Public Accountants; American Institute of Certified Public Accountants
Place of Birth:
Springfield, MA
State/Country of Origin:
Massachusetts
Children's Names:
Caleb & Sydney
Date of Distinction:
6/23/2011
Work History:
Public Accounting Since 1999 - Present
Internship 1999
Corporate Accounting 1997 - 1999
Career Achievements:
Designations as a Certified Public Accountant and Certified Information Technology Professional, 40 Under 40 Award Recipient, Business Owner
What do you feel separates you from the rest of the professionals in your industry?:
I have only been employed by two companies (7 yrs / 12 yrs) prior to becoming a partner in my firm. My length of service to those companies is an example of my loyalty and dedication to that I will exhibit year after year to help my clients achieve their goals.
What has been the most outstanding thing you have done thus far in your career?:
Giving back to the community.
How would you like to be remembered by your peers?:
As a leader and friend.
If you could have lunch with anyone, dead or alive, who would it be and why?:
My grandmother, because I'm sure that I could learn from the obstacles that she had overcome in life.
Throughout the duration of your career, what was the one highlight that stood out the most?:
Becoming a partner at age 34.
Charity:
Board Member, The Children's Study Home; The Association For Community Living; Ludlow Boys & Girls Club
Number Of Years In Profession:
14
Number Of Years In Current Position:
2
What Does He/She Attribute Success To:
I attribute my success to the opportunities I have been given through my dedication, hard work, and volunteer work.
Why did you become involved in your profession or industry?:
I became involved in the public accounting profession because I saw it as an opportunity to learn the various aspects of managing a business while having access to the leaders of today and tomorrow. And I have to say that the challenge of doing something different every day keeps my job fresh.
Position Responsibilities and Duties:
Client Relationship Management, Firm Administration, Staff Training, Accounting Software Implementation and Consulting, Business and Personal Tax Advisory and Compliance
Education Certifications:
Certified Public Accountant (Massachusetts - 2003)
Certified Information Technology Professional (2009)
Awards/Honors:
40 Under 40 Award, BusinessWest (2011)
Professional of the Year, Cambridge Who's Who (2011)
Where Will You Be In 5 Years:
I plan to continue to grow professionally and increase my community involvement while expanding my client base and growing my firm.