Download PDF


Member, Ohio Society of CPA's

Member, Florida Institute CPA's

Member, Project Management 


Member, Turnaround Management



  • Experienced CPA specializing in turn-around situations for small to medium sized businesses
  • Oversaw re-engineering processes in accounting procedures and technology resulting in profitable sale of troubled company
  • Developed and grew controller function to support 47% company growth
  • Achieved cost savings through sourcing new vendors, replacing high-cost IT with more efficient solutions
  • Implemented Treasury Management as a discipline

Computer Applications

  • Most major middle market accounting packages: Macola Progression and ES, AccPac, Mas90 & Mas200; Great Plains Dynamics
  • Quickbooks
  • Report Writers: Crystal Reports, FrX, Smart List Builder
  • Microsoft Excel, Word, Access, PowerPoint and other office applications
  • Microsoft Visio, SmartDraw
  • Microsoft Server2003, Active Directory
  • Citrix

Areas of Practice

Financial and Operations Management

Business Process Improvement

Integrated Financial Systems Implementation

Internal Control Design and Implementation

IT management

Risk Management

Treasury Management

Work experience


Federal Process Corporation
  • Developed procedures and systems supporting company achieving rapid growth through increased sales and company acquisitions
  • Built integrated network providing stand-alone multi-national operations with centralized accounting access
  • Designed and established Accounting Department where one had not existed
  • Enhanced capabilities to support entry into new domestic and global markets


Bryn Alan Studios, Inc
  • Ultimately contributed the information and strategy perspective that resulted in the sale of the company. Provided due diligence documentation
  • Developed and implemented multi-pronged plan to improve all financial management, tax reporting, and traditional controller operations (general ledger reconciliation, prepare monthly financial statements, budget reports, sale & use tax returns), overseeing accounting staff, supporting 16 studios in 4 states
  • Defined system implementation and transitioned from custom Unix system to Great Plains Dynamics in four months, saving the company $400,000 over original implementation estimate
  • Acted as plan administrator for employee benefit plans, property & casualty insurance risk manager, and as point of contact for outside auditors.


Bartell Consulting Services
  • Work with small and medium sized businesses in need of corporate rejuvenation services
  • Project Manager - accounting systems integration and update management
  • Assist turnaround consulting firms supplying interim controller  and financial management services


Bachelors of Science

Cleveland State University


Western Governors University


Certified Public Accountant

Accountancy Board of Ohio