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Tim has more than 35 years of experience in public and private accounting, including serving as CFO and CEO of a commercial business and more than 20 years in public accounting. He has extensive experience in the areas of outsourced accounting advisory services, operational accounting procedures, cost accounting, operational policies and procedures, and accounting systems implementation. His experience as a CFO and CEO brings unique insight and value to family businesses, startups, and nonprofit organizations.
State University of New York at Buffalo, Master of Business Administration
Canisius University, Bachelor of Science, Accounting
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Passed Series 7 and 66 securities exams – Financial Advisor*
World Trade Center Buffalo Niagara, Treasurer
United Way of Buffalo and Erie County Leadership Training
University at Buffalo School of Management Center for Entrepreneurial Leadership (CEL), 2023 Graduate
*Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory Services SM.
When receiving a cash payment of $10,000 or more, you are required to report the transaction on Form 8300 and keep a record of the transaction for at least 5 years as required by the IRS.
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