The primary limitation of accounting and taxes is they focus exclusively on the past. I look down the road for our clients – next quarter, next year, next ten years – and develop proactive, holistic strategies to keep them ahead of the game. I carefully identify what our clients will need to confront future challenges and capitalize on opportunities, and then implement every strategy necessary to eliminate the surprises that may prevent our clients from reaching their goals.
Our clients face critical challenges and opportunities throughout the year – business sales or acquisitions, losses of key employees, new target markets – and they need strategic solutions that go beyond the accounting and tax preparation services that are the foundation of our practice. Traditional CPAs who focus solely on preparing stagnant accounting data and financial reports aren’t equipped to help clients prepare for the events that truly define their businesses. I serve as a trusted advisor and strategic partner for our clients and take a proactive approach to developing the long-term strategies that will improve their businesses and personal lives.
I thrive working in teams, particularly when I can bring all the decision makers together in the same room to explore strategic alternatives. Although they may share the same goals, they often have different views about how to achieve them. I’m very candid with our clients – this approach is extremely effective in encouraging everyone in the room to share their own ideas and concerns. Our clients quickly learn that identifying the ideal solution is often quite simple, once they have all the relevant information and options in front of them.
As a licensed and experienced accountant in Texas, Ireland and England, I bring a diverse international skill set to the table that clients won’t find at other accounting firms. Texas is becoming the focal point for many European businesses that are developing U.S. operations – this trend presents incredible opportunities for local businesses seeking strategic partnerships with European businesses and new customers overseas. I often serve as a liaison between our clients and their European interests to ensure tax efficiency is maintained when they make the leap to doing business overseas.
I’m fully aware of what matters most to our clients – raising children, paying for college and saving for retirement – and every strategy I develop for clients is designed to ensure they have peace of mind in knowing they are financially prepared for the future.
Awards & Certifications
Certified Public Accountant, Texas (2011)
Chartered Accountant – Ireland (1996)
Professional & Community
Chairman and Committee Member– Fionn MacCumhaill GAA Club (Irish Sports Club / Non Profit 501c3) 2011-present
Chairman – American Ireland Fund Young Leaders (2013-2014)