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Certified Public Accountant
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| EXPERIENCE | Practicing public accounting since 1983. Have been the Managing Shareholder for my Certified Public Accounting firm since 1994. Practice is devoted exclusively to community associations. Perform independent audits and reviews; prepare corporate income tax returns; offer recommendations for operational enhancement and development of stronger internal controls to better safeguard Association assets.Former shareholder of a Florida CPA firm which also exclusively served condominiums, homeowner associations, timeshares and rental properties.
Extensive knowledge of the Minnesota Common Interest Ownership Act, the law governing community associations. Author of several articles concerning the Minnesota Common Interest Ownership Act that were published in professional journals and client newsletters. Conducted numerous educational seminars on accounting rules and tax laws relative to community associations. Instructor for Conviser Duffy, national CPA Exam review courses. Minneapolis and St. Paul, Minnesota. Adjunct professor of accounting for ten years; teaching principles, intermediate, advanced, fund, cost and tax accounting courses at colleges in Indiana and Florida. |
| EDUCATION | Western Michigan UniversityB.B.A. in Accounting, Minor in General Business |
| PROFESSIONAL | Certified Public Accountant, Licensed in Minnesota and FloridaFlorida Licensed Community Association Manager
Member of American Institute of Certified Public Accountants Member of Minnesota Society of Certified Public Accountants Member of Community Associations Institute Treasurer for Community Associations Institute, Minnesota Chapter |
| CIVIC | Benilde St. Margaret’s 7th Grade Boys Basketball CoachMini Mite thru Pee Wee Ice Hockey Coach – St. Louis Park
Babe Ruth Baseball Manager – St. Louis Park Little League and Prep League Baseball Coach – St. Louis Park Park South Little League – Past Treasurer Child Development Center, Inc. – Past Treasurer Bearded Oaks Homeowners Association – Past President, Vice President & Treasurer. |
Certified Public Accountants
Peer Review Program
The peer review program of the AICPA is important in ensuring that member CPA firms provide quality service to clients. As members of the AICPA, we have other firms examine our quality control system every three years. We believe that the peer review program is essential in maintaining quality services to our clients.
Successful Peer Reviews in 1996, 1999, 2002. 2005, 2008, 2011, 2014 , 2017