Biography

Brian has dedicated more than 15 years of his career to serving trade associations, membership organizations, social clubs, foundations, charities, and numerous other nonprofit entities that include complex consolidations with for profit subsidiary companies and political action committees. With over a decade of experience in public accounting, and five years serving as a financial executive for several large trade associations and an international membership organization, he brings a unique perspective to serving his clients.

He is a frequent writer and presenter at Not-for-Profit and Leadership conferences seminars, and workshops on topics such as financial budgeting and reporting, internal controls best practices, policy and procedure development, audits of single employer defined contribution plans, and the IRS Forms 990/990T.

Brian was one of the 2019 40 under 40 award recipients from CPA Practice Advisor, which recognizes thought leaders who are leading their profession by visibly and incrementally changing the accounting profession through their exemplary leadership, their innovative thinking, and their collaborative efforts to provide unity to the profession across the generations.

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