HISTORY
In pursuit of an enjoyable work environment, I established my own CPA firm. This allowed me to be more responsive to my clients' needs and provided the opportunity to further professional expertise.
After being in the CPA profession 20 years, and considering the next 20 years of my career, I wanted to be in an atmosphere where I could fully implement my ideas for an audit practice that was dedicated to effectively understanding and implementing professional standards in an environment that efficiently utilized its resources – the greatest resource being the people who are doing the work. I also wanted to be able to respond to client concerns I had heard over the years – clients prefer to work with CPAs who know their industry and they want consistency in the personnel assigned to their work. Clients are our customers and we should be providing them with the most excellent service. The consideration of all these elements led me to start my own CPA practice.
At the beginning of my career I worked for an audit partner who had left a large local firm and started his own practice. Being able to work directly with a partner during that time of my career gave me an intense education on how to audit efficiently and effectively. Working for him, I was exposed to developing CPE course material and the performance of peer reviews, both of which enhanced my focus on learning the requirements of our professional standards. It also gave me experience designing an audit from start to finish. Being a part of building his firm gave me administrative skills and experience managing a CPA practice.
The firms I have worked at since have broadened my experience at managing personnel and capitalizing on each person’s strength, integrating professional standards with firm procedures to build a profitable audit practice, and using electronic audit and research tools to enhance profitability.
 Reviewing exposure drafts and performing peer reviews has expanded my understanding of professional standards, separate and distinct from firm policies. It sharpened my perspective on the distinction between the client's financial statements that reflect their amounts, disclosures, accounting policies and methods; and my report based on procedures I performed.
As an instructor for audit and accounting courses, I have a strong understanding of technical issues as well as auditing and accounting professional standards.
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