Executive Summary

As the firm’s COO, Steve is responsible for the development and performance of each office, including recommendations for the establishment of new offices and practice expansion, and applying his extensive experience and knowledge to form new ideas, concepts and methods to optimize client service and client expansion opportunities within the context of firm goals, business objectives and core values. He provides leadership by directing and coordinating the activities of firm’s Assurance and Tax business lines and practice leaders through the centralized coordination of operations management and all aspects of operational performance.

Steve is also responsible for the firm’s Finance and Information Technology (IT) departments and participating in the development and implementation of the firm’s national strategies and initiatives, including activities that support industry, business, technical, and client service goals. In addition, he is responsible for overseeing and approving policies related to marketing and program development to optimize client service and client expansion opportunities within the context of firm goals, business objectives and core values.

Steve has more than 30 years of diversified business experience working in public accounting and in industry as a chief financial officer. This includes working with a variety of public and privately held clients, ranging from emerging businesses to international conglomerates, and coordinating relationships and services for a number of entrepreneurial clients. 

Steve has served as an advisor for companies on mergers, acquisition and divestiture transactions, including deal structuring, resolution of accounting issues, due diligence procedures and post transaction integration issues.

He has also worked directly with many public companies, offering assistance with initial public offerings (IPOs), including equity offerings, debt offerings, split-offs and reverse mergers into existing public companies, secondary offerings, other modes of raising capital, and annual audit and SEC compliance services.