Terry works closely with business owners helping them understand the results of their operations, and assisting them with future planning strategies. He also consults with businesses whose records are in poor condition and lacking financial structure, in order to help them achieve the preparation of accurate financial statements.
Terry has over 20 years of public accounting experience and works with non-profits, sole proprietors, and corporations in the accounting, audit, and tax areas. He has extensive experience in the not-for-profit area including audits of organizations with federal governmental funding. He works with many clients on a monthly basis assisting with duties of month-end close, preparation of financial statements, and discussions with management.
Terry currently resides in Redwood City with his wife. He earned a B.S. degree in accounting from Golden Gate University in 1994, and in his spare time enjoys playing golf, surfing, and supporting the SF Giants.