Chuck is the Senior Managing Director of the Phoenix office of CBIZ & MHM, and is responsible for the supervision and oversight of the financial services area which includes the attest, tax, consulting and advisory practices. He has over 30 years of experience serving small-to-mid size private and public companies. Chuck serves as a National Training and Development advisor and faculty member, providing guidance and direction to the CBIZ National Career Path Development Program. He is also a leader of the firm’s national Tomorrow’s Rainmaker Business Development Program.
Chuck began his career with a then “Big 5” public accounting firm in Arizona in 1987 and joined CBIZ in 2002. Chuck has provided consulting services to many public and private companies ranging in size from small development-stage companies to those in excess of $100 million in equity. In his role, Chuck has also served as a business advisor for a variety of clients. He assists clients with improving business operating results as well as operational processes.
Chuck has been involved with joint venture accounting, partnership formation and accounting, bond/debt offerings, reimbursement projects, operational reviews, employee benefit analyses, forecasts and other financial and operational consulting projects. He has extensive experience in audit services and financial reporting. Chuck’s experience has allowed him to work with a wide array of clients. Over the years, he has focused on companies in the real-estate, construction, consumer products, manufacturing, distribution, healthcare and hospitality industries.