Position:
Business Advisor, Shareholder at Brock and Company, CPAs PC, Certified Exit Planner at Brock and Company, CPAs, P.C., "CFO As You Grow" at Brock and Company, CPA, P.C.
Work:
Brock and Company, CPAs PC
- Longmont, CO since Dec 1999
-
Business Advisor, Shareholder
Brock and Company, CPAs, P.C.
- Longmont, CO since 1999
-
Certified Exit Planner
Brock and Company, CPA, P.C.
- Longmont, CO since 1999
-
"CFO As You Grow"
Unlimited Solutions
1996 - 1999
-
Co-Founder
Education:
San Jose State University 1980 - 1984
BS, Accounting
Skills:
Exit Planning, CFOs, Cash Flow, Tax, Tax Liability, Exit Transitions, Manufacturing, Construction, Software, Family Business, Consulting, Strategic Planning, Business Strategy, Profit, Profit Maximization, Profitable Growth, Increased Profitability, CPA, Accounting, Strategic Financial Planning, Financial Analysis, Performance Management, Process Improvement, Corporate Governance, Business Advising, Trusted Business Advisor, Budget, Financial Statement Analysis, Business Performance Management, Performance Measurement, Facilitators, Business Value, Financial Literacy Training, Successful Business Owner, Small Business Server, Selling Businesses, Small Business, Exit Strategies
Interests:
Professional Certifications:
Certified Public Accountant
Certified in Strategic Performance Management
Certified Exit Planner
Professional affiliations include membership in American Institute of Certified Public Accountants served on the Performance Measurement Task Force, the Colorado Society of Certified Public Accountants, and Longmont Chamber of Commerce and served as the Treasurer and Chair of the Board of Directors.