Charles D. Boerio, CPA, MBA

Chuck provides tax, accounting and management consulting services to high net worth individuals and privately owned businesses, especially manufacturing, real estate, and service firms. His clients appreciate his technical know-how and ability to see the big picture. Chuck understands the financial and operational needs of medium sized business. He assists owners and management in organizational structure, strategic planning, and management information systems. He is also a key advisor in mergers and acquisitions, and corporate finance. Chuck also specializes in planning and compliance services to individuals, trusts and estates.

Education:

1971	Bachelor of Science, Accounting University of San Francisco
1980	Master of Business Administration in Taxation Golden Gate University

Professional Experience:

1971-1973	KPMG Hurdman and Cranstoun, Penney and Company CPAs (merged into KPMG Peat Marwick)
1974-1991	Harb, Levy, Weiland CPAs (admitted as a Partner in 1980)
1992-1998	Eckhoff Accountancy Corporation (Shareholder)
1998-	Boerio and Company, CPAs (Managing Director)

Affiliations:

1974-	American Institute of Certified Public Accountants
1974-	California Society of Certified Public Accountants
1992-1998	Former member of Services to Manufacturers Committee of Accountants Global Network