Chuck McGrath is a CPA/CFP®/MBA with 25+ years of public accounting, financial planning and corporate management experience in retirement planning, estate administration, controllership, budgeting, computer systems and taxes. He has significant experience with medical, manufacturing and service businesses designing, installing, operating, and managing accounting and tax operations. Chuck received his MBA from Northwestern University in 1974. He enhanced that strong background with work experience and continuing education from Price Waterhouse and Harvard University.
Outside of the office, he has raised a family and also been involved with the Arizona Youth Soccer Association, Phoenix Art Museum support groups, and business networking groups like DNA.
Early Phases of Operations
- Create or Review General Business Plans
- Design and Install Accounting Systems
- Train or Produce Appropriate Tax Reports
- Sales Taxes
- Payroll Taxes
- Income Taxes
Normal Processing
- Perform Routine Bookkeeping
- Prepare or Review Appropriate Tax Reports
- Provide Knowledgeable Business Consulting
- Train New Employees to Account for Activities Properly
- Offer Tax Planning Advice
- Respond to IRS or Other Governmental Inquiries
- Improve Budgeting Activities
- Compile, Review, or Audit Financial Statements
Advanced Operations
- Assist with Strategic Planning
- Evaluate Business Acquisition or Divestiture Operations
- Disseminate Advanced Tax Planning Advice
- Streamline Computerized Accounting
- Discuss Retirement or Exit Strategy Ideas