"My goal is to help the small business owner to be more successful, to get off to a good start, and to provide a guiding hand in the growth of their business."
QUICKBOOKS Consulting Services
Bob is a business minded CPA with years of experience as a CFO in private industry. While serving as a CFO in private industry, Bob has prepared and negotiated various business agreements that most small businesses may enter into at some point, such as at will employment agreements, customer and vendor agreements, independent contractor agreements, and personal service agreements. Bob is also experienced in securing appropriate business licenses, property tax returns while serving as a CFO in industry.
Bob is also experienced in ensuring that his companies were in compliance with various federal and state human resource regulations. As a CFO in private industry, Bob, has experience in risk management as he has secured his various company’s coverage for general liability, personal liability, employment practices liability, and worker’s compensation policies. As a CFO in private industry, Bob has also prepared corporate documents for incorporation including Articles of Incorporation and filing for Federal Identification Numbers.
Bob strives to build a relationship of trust and recognizes that a good client relationship begins and ends with trust. In addition to having served as a CFO
for more than 25 years with small to medium size businesses, Bob has also taken great personal satisfaction in teaching working adults in a local community college to reach their goals in accounting education.
With Bob’s wide range of experience, he is well acquainted with your company’s
day-to-day business responsibilities and he takes great pride in assisting new business owners build their business from the ground up by establishing sound financial procedures and policies.
Bob is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Bob graduated from Cal Poly, San Luis Obispo with a Bachelor of Science Degree and he is a Lifetime Member of the Cal Poly Alumi Association.