Primary Areas of Experience
- Audits, Compilations, and Reviews
- ERISA Section 103(a)(3)(c) audits of defined contribution plans
- Fractional CFO services
- Bookkeeping and client accounting services
- Management advisory services
- Strategic planning
- Income taxes (closely held businesses and individuals)
- Wholesale, retail businesses, construction companies and nonprofit organizations
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Professional Affiliations
- American Institute of Certified Public Accountants
- Society of Louisiana Certified Public Accountants
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Civic
- Treasurer, Saints Hall of Fame Museum
- Treasurer, New Orleans Chapter of Ducks Unlimited
- Speaker for JEDCO and Jefferson Chamber Prosper Jefferson Seminar Series
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