Jason is involved as a partner and focuses on our Client Accounting and Advisory Services group with over 21 years of experience. He provides oversight and leadership for business and individual clients.  Areas of service include:

• Tax and advisory services  including proactive tax planning strategies for closely held business owners, families and companies
• Financial forecasts, analysis, and projections
• Budget development
• Contract negotiation and relationship management with service providers
• General ledger and account reconciliation
• Monthly financial statement preparation
• Internal control/risk analysis
• Project management and implementation