Rick Bornstein, CPA

Specialties

I am a C.P.A. with more than 25 years of experience. I specialize in providing management, accounting and tax support to small and mid-​sized businesses. I believe that all businesses, regardless of how big or small, whether a start-​up or long established, for profit or not-​for profit should have accessible, affordable professional guidance.

In addition to supporting business clients, I have assisted hundreds of clients with the preparation of their federal and state individual income tax returns.

I have more than extensive experience working with clients in a wide variety of industries including professional and service firms, retail and wholesale, real estate and construction. I also have the experience of running a large business and so I understand the day to day practical realities that business owners face.

Having experience from both sides of the table helps me work with my clients to fashion practical solutions to their business management and accounting needs

History

Established in 2005.

A former partner in a CPA firm, I have been working with clients in a wide range of industries for over 25 years. I have also served as Chief Financial Officer for several bot-​for-​profit and for profit companies for more than 15 years.

Meet the Business Owner

Rick B.

Business Owner

Rick is a former partner in a local CPA firm where he provided business mangement, accounting and tax services to a wide variety of businesses and individuals. He has also served as Chief Financial Officer of several large not-​for-​profit organizations.

Rick has served numerous clients in all kinds of businesses including, general and trade contractors, professional service firms, retailers and not-​for-​profit organizations. As a small business owner, Rick fully understands the challenges a business owner faces, and provides practical recommendations based on over 25 years of experience