"Not your ordinary CPA -- I like to understand what makes business owners excited about owning their business, and provide that independent sounding board for the business owner."
Brock CPAs' Shareholder; joined firm in 1999
I strive to help closely-held businesses -- whether you are developing budgets, tax planning, looking to improve cash flow and profits, acquiring a business, or developing an exit strategy to sell your company.
"As CEO of Brock CPAs, I am committed to continuing key values established over 64 years ago when our firm was founded. People think of our profession as being only numbers, but the value we bring is listening and helping our clients achieve their financial goals."
1999 - Present - 21 years Longmont, CO
My specific area of focus is working with closely-held and family-owned businesses. My experience enables me to provide expert advice concerning tax planning, business advisory, and exit planning.
1999 - Present - 21 years
Most business owners are too busy running their company to prepare for leaving it. Three to ten years before you wish to exit is the appropriate time frame for developing a strong exit plan. We can guide you through one of the biggest financial decisions of your life.
Co-Founder - Unlimited Solutions
1996 - 1999 - 3 years Longmont, CO
Software company that developed management and accounting software systems for closely-held businesses. "I developed first-hand knowledge of the challenges of running a closely-held business, and have dedicated my career to helping these businesses succeed."
San Jose State University - B.S., Accounting
San Jose, CA
Certified Public Accountant - Colorado Lic. No. 12863
Certified Exit Planner
Certified in Stategic Performance Management
Professional and Civic Involvement
American Institute of Certified Public Accountants
Colorado Society of Certified Public Accountants
Longmont Area Chamber of Commerce - Chair (2012-2013)
BEI Certified Exit Planning