Sax has revolutionized what it means to be an accountant. Our industries and vertical markets are transforming before our eyes, and so are the needs of our businesses. You need more than number crunchers, and instead business advisors that look beyond the numbers. You need more than yes-men and women, and instead partners who provide actionable advice to take your business to the next level.
You need more from your accountants. You can Expect More with Sax
Todd is a Partner at Sax with over 30 years of in-depth auditing, accounting and advisory experience, serving a multitude of industries. His wealth of experience has led him to lead the firm’s Transaction Advisory Practice, Accounting & Auditing Department, and Sax’s Not-for-Profit Practice.
Todd understands the world of Private Equity, and the importance of a strong support team when it comes to pre and post acquisitions. He assists PE companies by thoroughly analyzing and validating financial, operational and strategic measures that capture opportunities and minimize loss and liabilities through the transaction process. He counsels clients on deal structuring to ensure the successful integration of business operations, cultures and strategies align to maximize the value of their investment.
As Head of the firm’s Not-for-Profit Practice, Todd has a true passion for advising nonprofit organizations on the key areas critical to their success. Todd provides the highest quality compliance services that not-for-profit’s need, but also focuses on providing added value in the form of advisory services to help nonprofit organizations actualize their overall potential.
As Partner-in-Charge of the firm’s Accounting & Auditing Department, which oversees the policies and procedures our firm follows for any attestation engagement, Todd is focused on building strong client relationships based on the delivery of accurate, timely and meaningful financial information. Todd is also actively involved in the training and education of clients and staff on the new accounting and auditing standards put forth by the Financial Accounting Standards Board (FASB) and the Auditing Standards Board (ASB).
Todd is also Head of the firm’s Innovation Committee, and he is leaned on to support the growth and innovation of Sax and to create new opportunities to sustain a healthy firm culture, attract and retain exceptional talent, and to stand out among competition now and in the future.
Todd is a Certified Public Accountant in New Jersey.
- Accounting/Financial Management
- Advisory and Strategic Planning
- Asset Management
- Business Entity Considerations
- Cannabis
- Compliance, Security, and Privacy
- Cybersecurity Risk Mitigation
- Government Incentives/Tax Credits
- Human Resources
- Investment Services
- IT
- IT Services
- Market Reports and Opinions of Value
- Merger, Acquisition, and Disposition Due Diligence
- Phone Systems
- Purchase VS Lease Analysis
- Tax Planning and Compliance
- Telecommunication
- Wealth Management