Forensic Accounting Based on Financial Records - Not Assumptions

Forensic Accounting

I analyze financial records to answer specific questions in legal and financial matters.

Financial Record Analysis

Financial Record Analysis

Analysis of bank, credit card, and financial records to determine what occurred and whether reported information aligns with underlying activity.

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Fraud & Misuse of Funds

Fraud & Misuse of Funds

Investigation of financial activity to identify how funds were used, whether transactions are supported, and quantify potential loss.

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For Attorneys

For Attorneys

Support for legal matters involving unclear financial activity, including tracing funds and evaluating whether financial records support the claims being made.

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Fraud Risk & Awareness

Fraud Risk & Awareness

Educational presentations and internal control reviews based on real-world fraud cases, helping organizations understand how financial misuse occurs and how to reduce risk.

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How to Get Started

A Preliminary Review is the first step in determining whether I can assist with your matter.

You will provide a brief description of your situation, the specific questions you need answered, and any relevant deadlines. Based on this information, I will assess whether your matter is a fit for my services.

If appropriate, I will request a limited set of key financial documents (such as selected bank or credit card statements) for review. This initial review allows me to evaluate the issues, identify the information needed, and outline scope, timeline, and next steps.

The fee for the preliminary review is $300 and will be applied to the engagement if retained.

Documents will be requested at a later time.

Preliminary Review

Approach to Financial Analysis

What I Do

  • Analyze bank and credit card statements and other financial records
  • Trace the movement of funds
  • Compare financial activity to reported information
  • Provide structured, document-based findings


What I Do Not Do

  • Rely solely on accounting system entries
  • Assume transactions without supporting documentation
  • Provide conclusions without evidentiary support

Professional Affiliations

ACFE EL Paso County Bar Association