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.