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Audit,
Accounting and Attestation
- Audits
- Reviews
- Compilations
- Agreed-upon procedures
- Internal auditing
- Internal control evaluations
- Fraud investigations and prevention
- Attestation services
- Financial statement preparation
- Forecasts and projections
- SAS 70 reviews
- Industry experience (alphabetical)
- Colleges and universities
- Construction contractors
- CPA firms
- Employee benefit plans (ERISA pension and health & welfare plans)
- Financial institutions
- Governmental entities
- Health care organizations
- Manufacturers
- Municipalities
- Not-for-profit organizations
- SEC
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Peer Review
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System
and Process Design and Analysis
- Assessment, documentation and evaluation of current design
- Identification of areas of opportunity
- Facilitation of group sessions to discover areas of improvements and
identify alternate solutions
- Analysis of competing solutions
- Recommendations for an action plan
- Lead individuals to become "change-embracers"
- Establishment of timetables to implement, monitor and reinforce changes
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Strategic
Planning
- Identification of long-range organizational goals
- Identification of current and desired customers
- Assessment of organizational strengths
- Assessment of core products and services
- Assessment of market viability and competition
- Analysis of obstacles that will challenge success
- Identification of specific strategies to achieve specific goals
- Determination of the benchmarks that best measure progress
- Scheduling of timetables to complete strategic tasks.
- Assignment of responsibility for monitoring and follow-up
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Business
Operations
- Cash flow monitoring
- Cost analysis
- Tax planning
- Budgeting
- Business plan preparation
- Financial projections and forecasts
- Technology implementation
- Forecast of employee requirements
- Employee hiring and evaluation
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Technology
- Specific technology package knowledge:
- IDEA data extraction software (DES)
- Mindjet MindManager
- Microsoft Office suite
- OpenOffice suite
- Microsoft Windows
- QuickBooks Pro
- Norton Internet Security suite
- Creative Solutions (Virtual Office and Engagement CS
implementation, use, and training)
- E-business assessments
- Software training
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Authored Educational Programs
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Audit, accounting, and attestation topics
- Software application training
- Problem-solving and group facilitation
- CPA continuing education courses:
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Tax Preparation and Planning
- Businesses (corporations, partnerships, proprietorships)
- Not-for-profit organizations
- Employee benefit plans
- Individuals
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