Phil has led audit and attest engagements for a multitude of clients with annual revenues from a few million dollars to $6 billion. He proactively communicates upcoming and existing accounting rules, applications and interpretations based on clients’ needs. Then, Phil remains engaged to help them implement complex accounting issues and pronouncements while providing timely business advice.
Phil’s expertise focuses on developing close relationships with clients and overseeing the assurance engagements for closely held businesses, private equity firms and private equity owned companies. With 20 years of experience, including 12 years at a Big 4 firm, he delivers innovative solutions to drive measurable business value to a variety of industries, including renewable energy, industrial and consumer products, manufacturing, private equity, distribution and wholesale, and service. Phil’s technical background includes accounting for business combinations, intangible asset/goodwill impairment, revenue recognition, income taxes, inventory costing and even IPOs.
- Member of the firm’s senior leadership team, co-leading the go-to-market efforts for private equity; actively involved in practice management, marketing, recruiting and business development efforts for all of the firm’s service offerings
- Transplant House of Cleveland (Board of Directors)
- Open Doors Academy
- Ohio Society of CPAs
- American Institute of CPAs
Phil lives in Chagrin Falls, Ohio, with his wife and their four children. In addition to coaching sports for his children, Phil is an avid Cleveland sports fan and loves spending time outside with his family and friends.