Firm on Firm Consulting Services
More recently I have worked as a consultant with large CPA firms on projects to in specialized areas. I have also conducted firm-on-firm peer reviews in the past.
Firm on Firm Services
- Quality Control Monitoring and Annual Inspections
- Peer Reviews (in late 2012) in Florida Only
- Per Diem Engagements Onsite or via Remote Access
- Assisting Sole Proprietor CPA's (and especially senior CPA's) with Dated Technology to Streamline Their Practice Including Tips on How to be Semi-Paperless
- Paperless audit engagement assistance using ProSystem fx® Engagement
- Staff trainer for firms that have limited management level staff
A note to CPA Firms: I have extensive experience in Word, Excel, Lacerte, ProSystem fx® Engagement, and QuickBooks. I have also use Creative Solutions.