CPA, Beer Lover, Cubs Fan.
Steve is a Certified Public Accountant with over 15 years of experience in both public and private practice. Steve's background includes public accounting experience serving individuals and small, family-held businesses - providing tax preparation and planning, bookkeeping, valuation and accounting services. Steve also spent 6 years in total as a CFO at a Mills James (a Columbus multi-media firm) and then as Director of Finance at Coastal Ridge (a national high-growth real estate management company).
Steve left the corporate world to return to his roots in public accounting because of his desire to help individuals and companies with their tax and accounting issues. He enjoys supporting his client's financial goals as their advisor by providing a full range of tax preparation, planning and advisory services. Steve works with closely held business to interpret their financial results and help them inform their business decisions to achieve their goals. He provides a range of services from weekly bookkeeping services to monthly or quarterly performance review services as well as tax planning, preparation and advisory services.
Steve grew up in Northwest Ohio where his family still resides. He went to Bowling Green State University for his undergraduate and graduate degrees and now lives in German Village with his wife and two dogs. Steve has been (and continues to be) a life long Cubs fan.
We love numbers and beer (not necessarily in that order).
It is no secret that the craft beer industry is growing both in Ohio and nationwide. What draws us to craft beer is the community that makes up the industry. Players in the industry cheer for each other, share excess capacity and collaborate on beers. Craft beer is more than a fad. It is a movement. And one that we are proud to be part of. At Draft Financial, we joke that all of our important decisions have been made over beers. Including the decision to start Draft Financial.