Professional Background

Certified Public Accountant with over 40 years of experience in financial statement preparation and general ledger activity, financial analysis, reporting, auditing, business valuation, and financial forensics.

Accredited Senior Appraiser in Business Valuation by the American Society of Appraisers since 2009.

Accredited in Business Valuation and Certified in Financial Forensics by the American Society of Certified Public Accountants since 2010.

“When everything seems to be going against you, remember that the airplane takes off against the wind, not with it.” – Henry Ford

Experiences

BARRE & COMPANY LLC,   1988-PRESENT

Organized CPA firm providing a full range of accounting, tax, and other financial services.  The firm specializes in audits of schools, non-profits, business valuation, and litigation services.

LEDDY, RICHARDS & CO.,   1986-1988 – MANAGER

Responsibilities included all elements of client interface, specifically monthly accounting and tax compliance, preparation and review of financial statements, and corporate and individual tax planning.

WARNER LAMBERT CORP.,   1983-1986 – ACCOUNTING MANAGER

Responsibilities included supervising a staff of 6, including managing $40 million in inventory, and reporting directly to upper management on a monthly basis regarding budgeting matters. Implemented inventory management system, which included training and design.

ARTHUR ANDERSEN & CO.,   1981-1983 – SENIOR ACCOUNTANT

Planned and managed auditing and tax assignments for major international corporations, such as Aminternational, as well as small- to medium-sized businesses.  Specific responsibilities included evaluating internal control systems and performance of substantive testing, analyzing financial statements, and preparing tax returns.

Education

HARTWICK COLLEGE, Oneonta, NY
BA – Management
June 1981

Organizations