About Valley Financial Advisors

Excellence in Federal Audit, Compliance, and Tax Services

Owner & CEO, Valley Financial Advisors

Leadership

Owner & CEO

With 17+ years of federal auditing experience across SBA, VA, State Department, and CBP, I founded Valley Financial Advisors to deliver enterprise-level expertise to government agencies, federal contractors, and businesses nationwide. Attest and audit engagements are performed in partnership with a licensed CPA engagement partner.

Mission: Every federal dollar represents taxpayer trust. I ensure that trust is honored through robust internal controls, thorough compliance, and transparent financial management.

What We Do

Valley Financial Advisors provides expert federal audit consulting, internal controls assessment, and professional tax services. Based in Stephenson, Virginia, we serve clients nationwide through 100% virtual services.

Our Approach: We partner with you to implement practical, sustainable solutions. Whether conducting an OMB A-123 assessment or preparing your taxes, you receive the same thorough, detail-oriented service that federal agencies have relied on for nearly two decades.

17+
Years Federal Experience
4
Federal Agencies
100%
Virtual Services
SAM
Registered

Professional Experience

Small Business Administration (SBA)

Federal Auditor

Reviewed SBA program offices on a three-year cycle, including loan servicing centers, disaster loan offices and congressionally funded grant programs, as a Senior Auditor in SBA's Internal Controls Division. Performed GAO Green Book and OMB A-123 internal control assessments and improper payment reviews, and served as a Contracting Officer's Representative (FAC-COR Level III).

Department of Veterans Affairs (VA)

Federal Auditor

At the VA Office of Inspector General, worked compliance reviews of Federal Supply Schedule vendor contracts under Blue Book standards and wrote the published report on temporary price reductions on FSS pharmaceutical contracts.

U.S. State Department

Federal Auditor

Performed audit work under Government Auditing Standards, including IT auditing.

Customs and Border Protection (CBP)

Federal Auditor

Conducted Focused Assessment import compliance audits of Fortune 500 importers across many industries, evaluating their controls over customs value, classification and trade program claims. Audit findings recovered more than $6M in federal revenue.

Expertise & Qualifications

OMB A-123 Compliance

Expert in federal internal control requirements and assessment methodologies

COSO Framework

Comprehensive knowledge of the Committee of Sponsoring Organizations framework

GAGAS Auditing

Proficient in Generally Accepted Government Auditing Standards (Yellow Book)

Internal Controls

Design, implementation, and testing of effective internal control systems

Risk Assessment

Identification and evaluation of organizational risks and control gaps

Tax Preparation

Professional tax services for individuals, businesses, and nonprofits

Virginia SWaM Certified

Certified Small, Micro & Minority-Owned Business (Cert #842653, Valid Through Feb 2031)

Why Choose Valley Financial Advisors?

Deep Federal Experience

With over 17 years of experience across multiple federal agencies, we understand the unique compliance requirements, audit standards, and operational challenges facing government agencies and federal contractors. Our insider perspective enables us to provide practical, effective solutions.

Proven Track Record

Our principal's federal career spans some of the most demanding audit environments: OMB A-123 and Green Book assessments, GAGAS audits and contract compliance reviews across four agencies.

Comprehensive Service Offering

From federal audit consulting to professional tax preparation, we provide a full spectrum of financial and compliance services. This integrated approach ensures that all aspects of your organization's needs are addressed with the same high level of expertise.

Virtual Accessibility

Our 100% virtual service model means you can access top-tier federal audit expertise regardless of your location. We serve clients nationwide with the same quality and responsiveness as in-person services.