Client Reviews

"Our Director of Finance resigned - right before the annual audit. George jumped in with very little learning curve required. He coordinated and assisted in preparing for the audit, produced a number of ad hoc budget analysis and financial reports, in addition to a Request for Proposals for banking and treasury services. Our Management team found him to be a valuable resource as a sounding board and business advisor on a variety of topics, such as strengthening internal controls, overall financial management as well as grant and tax compliance. He also played a vital role in recruiting a highly qualified candidate for the position."

Donna McKay
Executive Director
Physicians for Human Rights Inc.
New York, NY

"Shortly after becoming Treasurer of my local firefighters' union, I learned that the IRS had revoked our tax-exempt status. I contacted George and he knew exactly what to do. He assembled a comprehensive application for reinstatement. Within three months, the IRS notified us that our tax-exempt status had been reinstated - retroactively."

Robert Maglione
International Association of Firefighters Local 1949
Portsmouth, RI

"George is a highly sought out instructor. He combines an in-depth knowledge with a passion for teaching which results in a positive learning experience for participants. He consistently receives outstanding feedback from our clients."

Joseph "Bo" Fitzpatrick, CPA, CGMA, CLC
20 20 Services LLC
Rockville, MD