Who am I
I have worked in finance and accounting for a long time now. Over 40 years. I have always enjoyed working with people on financial issues that matter to them. Whether it be a tax issue, business problem, or just a question on what type of mortgage I should get, I enjoy the conversation. Every individual and business is different and that’s what makes my job interesting. I enjoy relieving people of the stress that some financial issues can create.
At home, my wife, three dogs, two cats, a turtle and a partridge in a pear tree keep me very busy. All of these pets are female so I am truly well outnumbered. Give me a call and get me out of the house.
Principal Areas of Practice
If you take a moment to review my industry and functional experience, you will see that I have had the good fortune to have worked in many areas of finance and taxation. There is no job too big or too small. I will work with an individual, small business or corporation. Don’t let my corporate background keep you from bringing your small business issues to me to discuss. Within some of these larger companies, I developed start-ups from scratch.
Major Projects
Virtual Imaging, Inc.
Implemented Oracle Financials
Introduced shared services utilizing the headquarters to reduce redundancy and cost
Cleared over 100 financial deficiencies identified by internal audit
Introduced new service programs and improved service revenue 15%
Canon Financial Services
Merged two leasing companies and systems after an acquisition reducing duplication and cost
Reviewed and implemented the best practices obtained from each company
Implemented Oracle Financials, enhancing reporting and internal control
Introduced shared services utilizing the headquarters to reduce redundancy and cost
Océ Financial Services
Established a functioning captive leasing company in three months
Established Vendor Program Agreements with major banks
Established a retained service syndication process with the banks
Implemented Sarbanes-Oxley process
Developed a very profitable business
Production Printing Systems
Integrated high-speed printing and MFP copier businesses
Grew the business from $100M to $550 M with 1400 employees in 42 states
Implemented an integration plan for finance and accounting across business units saving $20M
Managed and enterprise-wide SAP implementation
Siemens Telecom Networks
Financial responsibility for eight telecom business segments
Implemented Economic Value Added (EVA) concept for capital acquisition
Engaged in the implementation of SAP enterprise system across the entire business

Medical Equipment
Financial Services (Leasing)
High-Speed Production Printing
Multi-Function Printers & Copiers
Telecommunications
Digital Pre-Press Computers
Manufacturing
Retail
Service
Accounting Operations
Individual and Corporate Taxation
Lease Accounting and Operations
Treasury / Cash Management
Bank Relationships
Shared Services
Internal Financial Reporting
External Financial Reporting
Financial Analysis
Business Valuation
Insurance
Budgeting
Forecasting
Strategic Planning
Infrastructure Planning
Cost Accounting
Inventory Valuation
Process Improvement
Policy and Procedure Development
Product Costing / Pricing
Internal / External Audit Interface
Foreign Currency Accounting
Mergers & Acquisitions
IT Design and Implementation
Systems Integration
ERP Implementation
Facilities management
Oracle
SAP
QuickBooks
Great Plains
Hyperion
MS Office (Excel, Word, Project, PowerPoint)
CPA
CLFP – Lease & Finance Professional
MS Accounting – Adelphi University, Long Island, New York
BS Accounting – C.W. Post Center, Long Island, New York
AS Accounting – Nassau Community, Long Island, New York