Sample Engagements

Attorneys for a partnership sued by their lender for payments due under a cash flow mortgage engaged me to evaluate accounting practices including financial reporting pursuant to a bankruptcy reorganization plan, and to testify as an expert witness. The engagement scope included detailed analyses and comparisons to industry custom and practice of financial reports submitted by experts engaged by the lender. My analyses and testimony were critical components of the client’s successful defense.

In-house counsel at a resort engaged me to investigate an embezzlement. My investigation included meeting with police detectives to identify specifics relating to case evidence and the preferred presentation of that evidence to the local District Attorney's office. My investigation proceeded with analyses revealing an embezzlement occurring over an extended period of time. At the conclusion of the evidence gathering I made a presentation to the management team, discussing the findings and making recommendations for changes to existing operating policies and procedures to help ensure such an embezzlement would not reoccur. A conviction was obtained, as was an order for restitution that included my fees.

I was engaged by the new owner of a large casino hotel to temporarily assume hotel controllership responsibilities following the resignation of the existing Hotel Controller immediately after closing the purchase. Financial and management reporting systems in use under the seller's ownership did not transfer to the new owner, and other changes required to transition the property to new ownership had not been completed. During the period prior to identifying and hiring a new Hotel Controller, I oversaw all aspects of the hotel accounting function, including critical transition tasks involving cash and the implementation of new accounting software.