The team knows me as the firm's system and software champion. I work hand-in-hand with Tom and the staff to continue to develop and perfect an innovative platform of integrated desktop, web, and mobile services that ensure continued excellent service to our clients. I also works collaboratively with all members of the firm to define and document firm practices and procedures and provides regular training to both staff and clients. My favorite part of working with LongwoodCPA is the opportunity it gives me to have time with my brother on a nearly daily basis.
I love to cook, could easily spend all of my time doing genealogical research, don't know how many innings are in a football game, am absolutely lethal to anything from the plant kingdom, and loves spending time with family. I have two sons and two grandchildren. My first personal computer was a RadioShack TRS-80 Model I and (shiver) I still have my DOS 5 manual. One of my fondest memories from this period (1980s) was watching my five-year-old son show his Phi Beta Kappa mother how to deal with a cranky word processor.
I earned a B.A .in Sociology and Psychology from Gettysburg College and an M.S. in Computer Science from Polytechnic Institute of NYU. I began actively consulting with LongwoodCPA in 2009 after 35 years in the real estate development and construction industries. At various times in my career, I have been a civil engineer, a transportation planner, a project manager, an IT consultant, a cost accountant, a corporate purchasing agent, and an ERP manager in premier firms with national or regional practices of elite clientele.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
In hiring LongwoodCPA, I was seeking guidance, not only for the filing of my tax returns, but to gain information and knowledge to assist me in making the financial and tax decisions... - Raymond P. Kloepper II, MD read more
As a result of our firm’s relationship with LongwoodCPA, I have spent way, way less time worrying about and sifting through my firm’s books... - Ted Rich, Principal read more
The staff at LongwoodCPA focuses on their areas of expertise and is always willing to refer us to another, often non-accounting related, resource to achieve our goals... - Patrick Buchanan, CFP, ChFC, CLU, President read more
Hosting a holiday party for your staff is one of the best ways to show them you care—while also creating some meaningful, team-driven memories. Follow our tips below for hosting a memorable soiree that doesn’t push your stress or your budget past your limit.
If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a seasoned advisor, you can take your first step to answering this question by applying a simple 5-step calculation.
If you’re not a fan of Black Friday chaos—you know…the crowds, the rush, the relentless search for a parking space—then ditch the onsite shopping this year while still enjoying the sweet deals.