There isn’t an individual or a business that doesn’t have problems of some type. In many instances we’re not aware of the problem or the exact nature of its components. It’s difficult to solve problems when we’re not sure that we have one or why we have it. Therefore, identifying problems and finding solutions to them is critical to success.
I’m a CPA, a consultant, and a businessman. My job is to help identify problems and find solutions to them. Developing relations with individuals and businesses enables me to provide a wide range of advice to take advantage of opportunities and tackle problems.
Achieving these objectives develops from understanding a business or an individual’s situation. By asking the right questions and listening carefully we can develop an understanding of your situation, problems, and opportunities. One of the tools used to accomplish meaningful understanding is by reviewing and assessing the situation. Information gathering helps reveal the problems and in many instances, provides solutions.
I was fortunate to be exposed to a wide range of professionals when working in the consulting department of a large national CPA firm. This experience enabled me to learn about the full range of available services offered and receive training from these pros. These experiences helped me develop programs for Thompson Reuters and the Boot Camp for Small Business.
Services for individuals include estate planning, retirement planning, risk management and educational programs. Business services include planning ranging from strategy, family business succession, and annual business planning. Other services range from marketing and sales to operations.
I have been able to take my experience as a controller and chief financial officer to help businesses improve management of their financial operations and accounting. Teaching accounting, financial management, and a business skills course through Villanova University added another level of management expertise to help identify problems and solutions to business issues.
These experiences have allowed me to help individuals and businesses succeed. It starts with a needs assessment to determine problem areas. Once problem areas are identified, the process of finding and implementing solutions can begin. In instances where I don’t have the expertise to deal with a problem, I have a network of professional resources that has the capability of implementing a solution.
It’s important to realize that finding solutions is the way to create success.
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