With over 30 years of experience in public accounting, I help private companies in the Northeast navigate complex financial decisions, optimize performance, and build lasting value. As President of Ascend Accounting Advisory, LLC, I serve as a trusted fractional CFO and advisor to business owners who deserve a sophisticated financial partner.
Strategic financial leadership on a flexible basis. I serve as your CFO — without the full-time overhead — providing real-time insight, forecasting, and executive-level guidance.
Proactive, year-round tax strategy for privately held businesses and their owners. From S-Corp filings to partnership returns, I ensure you're always a step ahead.
Outsourced accounting, bookkeeping, payroll, and financial reporting — delivering reliable, accurate financial data so you can make informed decisions with confidence.
From cash flow analysis and KPI development to succession planning and M&A support, I help you understand where you stand and where you're headed.
Identifying operational inefficiencies and growth opportunities. I work alongside ownership teams to drive profitability and build scalable financial infrastructure.
Active NJCPA member and past chapter leader — director, treasurer, and vice-president over 14+ years. Committed to elevating the profession and giving back to the community.
Whether you're looking for a fractional CFO, exploring accounting advisory services, or simply want to connect professionally — I'd welcome the conversation. Reach me through any of these channels.