Charles D. Boerio, CPA, MBA


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


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, Clark & Associates CPAs, LLP (Managing Partner)


Affiliations:


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