Expertise
Steve works closely with individual, business and non-profit clients. He has a strong background in assurance services (audit, review and compilation) assisting clients with selection of accounting policies and procedures that are consistent with business owner goals.
In addition, Steve brings in-depth experience in auditing Employee Benefit Plans.
As a Certified Fraud Examiner, Steve assists clients with fraud prevention techniques and fraud investigation. Steve also provides financial and management consulting services to companies in various industries such as partner compensation, profitability enhancement, cash flow analysis, budgeting, retirement planning, new company start-up consulting, turnaround consulting and bankruptcy (debtor and creditor).
Industry Focus
Steve has extensive experience serving clients in the professional services (law, medical, architecture, interior design and advertising), construction, technology, manufacturing, distribution, not-for-profit, mortgage banking and retail industries.
Background
After starting his career as a Canadian Chartered Accountant in Toronto, Steve served for over six years at a large local CPA firm where he was a Principal and managed the Audit & Accounting Department and the Law Firm Services Group.
Speaking Engagements and Published Works
Steve has spoken to various associations on fraud prevention, cash management and managing a professional service firm and has been published in the following:
- Los Angeles Business Journal
- Octane Magazine for Entrepreneurs
- ALA Leadership Exchange
- ALA Management Encyclopedia
- Los Angeles County Bar Update
Professional Affiliations and Memberships
- AICPA Employee Benefit Plan Audit Quality Center
- American Institute of Certified Public Accountants
- Association of Certified Fraud Examiners
- Entrepreneurs' Organization
Community Involvement
- Youth Sports Coach - AYSO, ASA Girls Softball, Little League, In-line Hockey
-
Entrepreneur's Organization
- Finance Director - US West Region
- Global Standing Finance Committee
Education
Bachelor of Business Administration, Wilfrid Laurier University, Waterloo, Ontario
Book - The Village Chief
Steve's book, The Village Chief - How to be the Youth Sports Coach Your Team Wants...and Your Village Needs, was published by Advantage in 2020. The book gives coaches and team leaders a detailed blue print for creating an environment for team success.
Steve's mission is to positively impact kids playing youth sports...one coach at a time.
