Phil brings great energy and a comprehensive business viewpoint to every conversation, always trying to connect the dots for clients and colleagues with an eye toward measurable improvement. Accordingly, he doesn’t shy away from having tough conversations, whether it’s a recommendation for new processes and efficiencies, or a tax-savings idea that could help enhance profits over the long-term.
Beginning his public accounting career in 2001, which includes spending more than a decade at a global firm, Phil leads audit and attest engagements for closely held businesses, private equity firms and private equity owned companies. In addition to serving the closely held and private equity arenas, he works with renewable energy, industrial and consumer products, manufacturing, distribution and wholesale, and professional service clients whose annual revenues range from a few million dollars to $6 billion.
After the audit, Phil remains engaged. He proactively advises clients on complex accounting issues and pronouncements, such as accounting for business combinations, intangible asset/goodwill impairment, revenue recognition, income taxes and inventory costing. He also spends time talking with, and listening to, business owners to understand their operational needs — helping them uncover opportunities ranging from tax to technology, and facilitating key introductions to other subject matter experts along the way.
Phil lives in Chagrin Falls, Ohio, with his wife and their four children. In addition to staying active playing pickleball, golfing and boating, Phil remains very involved in his kids’ sports and activities (including serving as their personal Uber driver). To relax, he loves traveling to new destinations each year, watching Cleveland sports, and spending time outside with his family and friends.