carlsbad.office@acgnm.com
Experience
John is one of the founding members of Accounting & Consulting Group. He specializes in consulting with clients on profit enhancement, leadership, business ethics, and other issues that drive business success. As a member of the Association of Certified Fraud Examiners, John possesses in-depth knowledge of preventing and detecting fraud in the workplace. He also has many years of experience auditing financial institutions and providing valuations of a variety of businesses, including convenience stores, medical practices, and ESOP plans. He has served as an expert witness and has testified in business valuation cases. He is well versed in income taxation, with particular expertise in individual and fiduciary (trust and estate) taxation. He also often helps clients with estate and wealth planning.
John’s outgoing personality makes him ideally suited to the leadership positions he holds in the firm and in the professional community. He is known for his ability to explain highly technical issues in plain English, and for his gift for seeing the humor in nearly every situation.
Professional Memberships
American Institute of Certified Public Accountants (AICPA)
New Mexico Society of Certified Public Accountants (NMSCPA)
Association of Certified Fraud Examiners (ACFE)
Professional Activities
John is a member of the Board of Directors of the NMSCPA. He is a frequent public speaker on topics such as estate planning, taxation, and profit enhancement.
Education
University of New Mexico, BBA in Accounting, 1975
John’s Take
I tell people the thing we should fear is the status quo. Our profession is changing too rapidly for us to become complacent. We’re either growing or dying….but you can’t stay the same. This is true in our professional and in our personal lives. Find the thing you are passionate about; pursue that…and do it so well that people can’t take their eyes off you.
