support@cpaconnections.com
817-650-6198
Not provided
freelance
Negotiable
Professional Bio
Experienced Tax Strategist | Cannabis Industry Advisor | JD, EA Results-driven accounting and tax professional with 20+ years of experience spanning Big 4 firms, regional practices, and private consulting. Founder of PKH Advisors, PLLC, specializing in fractional CFO, tax, and advisory services for the healthcare and cannabis space. Holds a Juris Doctorate and Enrolled Agent credential, enabling nationwide representation before the IRS. Proven track record in financial strategy, compliance, and operational improvement. Passionate about helping businesses navigate complex regulations and optimize growth.
Skills & Expertise
Core Competencies Fractional CFO Services Strategic Financial Planning Cannabis Industry Compliance Tax Planning & Preparation IRS Representation (Enrolled Agent) Budgeting & Forecasting Financial Statement Analysis GAAP Accounting Standards Regulatory Reporting Internal Controls & Audit Support Technical Skills QuickBooks Online & Desktop Zoho Books Microsoft Excel (Advanced: Pivot Tables
VLOOKUP
Macros) Tax Software (e.g.
Drake
ProConnect
UltraTax) Document Management Systems Cloud-Based Accounting Platforms Advisory & Leadership Cannabis Business Advisory Entity Structuring & Tax Strategy Process Improvement & SOP Development Investor Reporting & Board-Level Communication Staff Mentoring & Client Education Cross-Functional Collaboration
Experience
No experience information provided.
Education
J.D. - University of Pittsburgh School of Law B.S. (Business Management/Accounting) - University of Pittsburgh
Certifications
Juris Doctorate Enrolled Agent QuickBooks Pro Advisor Member of NACAT Pros (National Association of Cannabis Tax & Accounting Professionals)