Founder and CEO




Alan H. Lipoff, CPA



Alan Lipoff has over eighteen years experience consulting with business owners on business growth and management, process improvement, cash management, taxes, tax planning and financial decision-making.  He has advised diverse organizations  including (different industries), nonprofits, as well as trusts and individuals.

Alan has experienced firsthand the benefits and challenges of being a business owner.  From 1991 to 2002, Alan was the General Manager & Chief Financial Officer for his family