Education and Certifications

My education and certifications all factor into the manner in which I am able to address and manage my clients’ needs.

EDUCATION

  • Iowa State University, B.S., Industrial Administration
  • Boston University, M.S. – Business Administration (emphasis in Operations Research)
  • California State University in Bakersfield, M.B.A. – Finance
  • Golden Gate University, M.S. – Taxation

CERTIFICATIONS

  • Certified Public Accountant – California

ONGOING EDUCATION

I taught management science and information systems courses at Cal State – Bakersfield early in my career.

I was a  member of the faculty of the University of Phoenix,  School of Business for 15 years.  I taught both graduate and undergraduate courses in four areas:

  • Accounting
  • Finance
  • Management
  • Business Research

AFFILIATIONS

  • California Society of Certified Public Accountants

CERTIFICATIONS IN SOFTWARE PRODUCTS

I have been certified in more software products than I can remember.  As I was preparing this page, I remembered some mainframe packages that I found certifications for.

Current certifications:

  • QuickBooks Certified Pro Advisor
  • QuickBooks Certified On-line Pro Advisor
  • QuickBooks Enterprise
  • Intuit Authorized Reseller