Meet Alan…
How Alan got here
- Bachelor’s degree of Business Management from the University of South Dakota.
- 25 years of accounting experience serving small business owners and high-net-worth individuals.
- Joined the Rochester practice in 2023
How Alan approaches work
A collaborative team-based approach to meeting client needs.
Related Service Resources
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IRS Introduced New Tax Withholding Estimator
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KPIs: Measuring the Right Things
Business owners have access to volumes of data to help them make the best decisions. To ensure your business is running at peak performance, it is a must to measure and monitor key performance indicators (KPIs).



