Phone: 208.345.2350  |  Address: 960 Broadway Ave., Ste. 415 Boise, ID 83706

dennis webDennis has 40 years of experience providing accounting, consulting and tax services.  His two college degrees from the University of Idaho involve concentrations in agriculture and accounting.  In addition to being a CPA, he has three advanced professional certifications in business valuation and consulting services. He has supervised financial audits and worked extensively with clients to design accounting and management reporting systems.  He has extensively worked in the financial arena as an expert witness and consultant to law firms in Idaho and the Northwest.

 

Phone: 208-345-2350

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jason webJason has provided clients with tax and accounting services since 1998.  He is a CPA and specializes in taxation, small business consulting, estate and retirement planning, and financial accounting.  Jason graduated from Idaho State University with a BA degree in Accounting and an MBA degree. He also holds an advanced professional certification as a Personal Financial Specialist.

 

Phone: 208-345-2350

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keith webKeith has more than 20 years of experience focused on the appraisal of closely-held businesses and business interests.  He has also valued debt securities, pass-through entities, and intangible assets such as patents and trademarks.  In addition, he has managed dozens of projects in support of ongoing litigation and has provided expert witness testimony in a variety of venues.

 

Before entering the business appraisal field, he worked as an Economist and has significant experience with economic development and humanitarian aid programs.  He has traveled extensively throughout the former Soviet Union.

 

Keith completed the MBA at Baylor University and earned a Bachelor’s degree in Economics from the University of South Florida.  He also holds the Chartered Financial Analyst designation from the CFA Institute and the Accredited Senior Appraiser designation offered by the American Society of Appraisers.  Keith has substantial experience in the realm of healthcare appraisals and recently completed the American Society of Appraiser’s advanced education program for healthcare valuation.

 

Phone: 208-345-2350

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sue webSue has 13 years of tax and accounting experience, working in public accounting,  the private sector, and the non-profit world.  She enjoys working with small business owners in the start-up phase as well as for consultation and tax planning.  Sue is also a Certified Fraud Examiner with experience in litigation support and forensic accounting.

 

Phone: 208-345-2350

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susan webSusan has worked with individuals and business owners for over 29 years to help them organize their financial records.  Business owners and individuals rely on her for various accounting and bookkeeping services, either at a client’s site or in our office. Susan has extensive training on various accounting systems including MAS90 accounting software as well as QuickBooks.  She has trained and helped several clients set up and use their accounting systems.

 

Phone: 208-345-2350

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dani web2Dani has over 10 years of experience in providing administrative assistance and customer service. Dani received her Associates of Business from LDS Business College.

 

Phone: 208-345-2350

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