QuickBooks ProAdvisor Gold -This study program shows my commitment to the profession of bookkeeping.

  • I have learned the best accounting practices and reviewed the optimal workflows for processing bookkeeping accounts.

  • This designation means that I am a serious finance professional that has studied for 20 hours and taken a thorough examination that tests my skills with QuickBooks,  my knowledge of bookkeeping, and the level of service that I offer clients.

QuickBooks Master Level II for QuickBooks Online and QuickBooks Desktop demonstrates our commitment to the profession of bookkeeping.

  • QuickBooks Master Certification is from Real World Training, the leading QuickBooks trainer before QuickBooks purchased the company. 

  • Level I and II for QuickBooks Desktop require passing a test based on studying 44 chapters and knowledge of 494 pages of material.

  • Level I and II for QuickBooks Online requires passing tests based on 35 chapters and 441 pages of QuickBooks training. 

MBA Finance, New York University Stern School of Business - A Top 20 Business School. Earning an MBA from NYU Stern was one of the best decisions of my life. I learned how to use financial and statistical tools that have served my client's needs and driven profitability at their companies.

Chartered Financial Analyst- The CFA is the highest professional distinction for the professions of financial analysis and investment management. 

  • As a CFA, I studied for over 1,000 hours over three years and had to pass three eight-hour, rigorous tests in consecutive years.  

  • CFAs focus on decomposing the unrealistic assumptions in GAAP accounting reports, reorganizing the information, and extracting the implications for business strategies that lead to growth.

  • The Financial Analysis sections of the CFA courses focused on applying the financial theory learned in business school.

  • Notably, the Ethics courses in the CFA program were some of the most difficult sections.

  • The CFA course is as challenging as earning an MBA at one of the top business schools in the world. 

Chartered Alternative Investment Analyst - - this designation increased my understanding of of business strategy and company structure through exposure to the most complex investment structures.

  • Private Equity

  • Crypto Strategies

  • Hedge Fund Strategies

40 Years of Financial Experience

  • Hyper Inflation

  • High interest

  • Recession survival strategies

  • Strategies that drive company success