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Managing Director & CEO of integrated transactional financial advisory, tax and technology consulting firm - aBIZinaBOX Inc
New York, Chicago and Oakland

CPA.CITP.CISM.CGEIT.CGMA

Expertise with: Alt. Investments/Private Equity, Real Estate, Professional Services, CA Cannabis, Tech Start Ups and Distressed Assets/Debt

Technology Certifications including:

Advanced & High Complexity Cloud Integrator
AICPA PCPS, CAQ,, IMTA, CITP
ISACA CGEIT, CISM

Technologies & Platforms - with Certifications and Full Partner Program Members
Google Cloud Partner - G Suite, Education, Chrome, Android
Google Partners - Adwords & Analytics
Microsoft CSP Silver Partner - Office 365, Azure Platform
Amazon Web Services - Consulting Partner, EC2, S3, Dockers
Collab., Sync & Sharing - box.com, Dropbox Business, cloudHQ.net
Enterprise Apps - salesforce.com, Evernote Business, Zendesk
workato.com - Advanced Integration Platform, Fishbowl Inventory & ERP
Financial Apps - Xero Gold Accounting Partner, METRC, bill.com, expensify.com, Tsheets.com and 40 other technologies
Hardware - Dell Consulting Partner, Sonicwall Firewalls and Cisco VPN, and Apple [OS X and iOS]

CPA+Apps+Experience = Customer Success
AICPA - PCPS, CAQ Member Firm

State CPA Societies in California, Florida, Illinois, New York and Texas

Members - ICAEW, CIOT, CAANZ, and The Tax Institute in the UK and Australia

Expertise with Regulatory Compliance - US - HIPAA, FINRA, SEC Rule 17(a)(3)/(4), eDiscovery, FINCEN - EU- EBA, ESMA, EIOPA UK - BoE, PRA, FCA

AICPA Member Firm

• Center for Audit Quality Firm# 2092102
• Private Companies Practice Section Firm# 02092102
• Center for Plain English Accounting [CPEA]
• Tax and IMTA [Technology] Sections