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He has demonstrated from early in his tenure that he understood what business is all about.  He was well organized and thrived under adversity.  He was quite aware of the bottom line, and had a knack for recognizing and eliminating waste.  I suppose doing well is business is easy if you are, as he was, driven in equal measure by both quality and efficiency."

lient since 2001, Alhambra, CA

"He is highly professional, patient, well-informed and helpful on all financial matters.  I am regularly impressed with his knowledge and ability to convey new information and techniques.  In addition to managing our monthly bookkeeping needs, he provides annual audit support and general guidance.  He demonstrates remarkable patience as he regularly teaches us new methods or offers advice to improve systems.  In an effort to help us become more efficient, he transitioned us to an online Quick Books system allowing for more flexibility and accessibility to our financial records.  In doing so, he provided training for our staff and Board Treasurer.  This one upgrade changed our accounting procedures and allowed us to take advantage of additional resources.

"He produces our monthly financial's, works closely with our auditors during the annual audit period, and serves as a sounding board on financial matters as needed.  He can be counted on to respond quickly to requests; to be forthcoming with information and advice that help me to become more effective in my job; to adapt to the requests of our Board for new financial reports or formats that help them in their fiscal oversight role; and to be careful, professional and respectful in his dealings with a range of people and personalities."