Founder and CEO

I have over 25 years of experience in business. I have been a Certified Public Accountant (CPA) for over 20 years; an MBA from Babson College in Wellesley, MA; and BA from Gonzaga University. My work experience with PWC and Lloyds Bank in the ’90s were two of the most interesting jobs I have had. Working in New York with the PWC team and in London with the Brits at the Lloyds Bank Group were simply terrific. Additionally, I was founder and CEO of a financial technology company in Minneapolis, MN (GlobalBridge).

I can tell you about my career working for BIG companies…a BIG accounting firm, PWC; a BIG investment firm, Merrill Lynch, and a BIG bank, Lloyds Bank, since I’ve had a happy and successful career in Seattle, Minneapolis, New York and London. Or I could talk to you about what we do at EVERYDAYCPA…with our STAR services: Strategy, Tax, Accounting and Risk Management. And I could show you how we use Sun Tzu from 5^th century BC China and Michael Porter from 20^th century Harvard business school in our business strategy work. And I can show you how we can get the federal and state government to pay about 30% of your costs to start a business. And if you have past tax liabilities how we can get it reduced by over 50%. Or I could show you how we use ACCOUNTING debits and credits as weapons of MASS DESTRUCTION of your competition. And RISK, I could show you how to minimize the risk of contingent loss and risk of audit…I could do all that…but I am not going to do any of that here…now.

But I am going to invite you to contact me. Especially, if you are a current or wanna be business owner, I invite you to contact me about my approach to incubating, launching and operating a small business. It’s my sweet spot. And I want to share it with you. I call it the TNT method…Tactics, Need, Timing. Contact me or listen to the audio message below. Starting and operating a business can deliver terrific rewards to you and your family. But getting TNT right from the beginning, will determine not only what the easily recoverable financial cost will be…but more importantly, it will determine the personal and relationship cost that no business transaction will ever recover.

STAR Services

Our clients are the true stars at EveryDayCPA. To cover a world of business needs we offer the proprietary STAR Services.

Our solid conviction is that if a business is to achieve maximum revenue and profits and success, the four elements of strategy, tax, accounting and risk management must be utilized in a streamlined, full cycle way!

Strategy

We get help from Sun Tzu, a 5th century BC military strategist, and Michael Porter, a 21st century Harvard Business School strategist, to guide us.

Tax

We treat the IRS as a grizzly bear. If you have already poked the bear, we help get it calmed and contained. If you have not poked the bear, we make sure it leaves you alone.

Accounting

We know that operating a business accounting system is not your ‘sweet spot.’ Our preferred model is a DIT (Do-It-Together) approach. We train you to create invoices, book revenues and pay expenses; we do the rest.

Risk Management

Helping you navigate risk and reward in a sea of threats and opportunities is our mission statement. And we are quite good at it.

Our Partners

We are well-networked to offer you the very best. We’re also proud to show our association with the following partners: