About | Valley Financial Advisors

Leadership

Owner & CEO

With 17+ years conducting federal compliance audits—including Yellow Book audits of Fortune 500 companies at CBP, Green Book financial assessments across SBA programs, and FAR contract reviews at VA—I founded Valley Financial Advisors to help businesses navigate the same requirements I once enforced.

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

Federal Agencies

100%

Virtual Services

SAM

Registered

Experience Across All Major Federal Compliance Frameworks

Unlike consultants who specialize in one framework, Valley Financial Advisors brings expertise across the full spectrum of federal compliance standards. Most consultants know one of these—we've worked with all three.

U.S. Customs and Border Protection (CBP) | ~10 Years

Federal Auditor - Yellow Book (GAGAS) Compliance

What We Did: Conducted Generally Accepted Government Auditing Standards (Yellow Book) compliance audits of Fortune 500 companies and major importers. Evaluated contractor compliance with federal acquisition regulations, assessed internal controls over financial reporting and trade operations, and performed risk-based testing of financial systems.

What This Means for You: Expert preparation for DCAA audits and contractor compliance reviews. I know what government auditors look for because I conducted those exact audits.

Small Business Administration (SBA) | 5+ Years

Internal Controls Division Auditor - Green Book (GAO) Assessments

What We Did: Performed GAO Green Book financial assessments for SBA loan centers, grant programs, and administrative offices. Conducted OMB A-123 compliance assessments and internal control evaluations across multiple divisions. Evaluated risk management processes and program compliance for federal lending programs managing billions in federal funds.

What This Means for You: Comprehensive OMB A-123 compliance expertise, risk assessments, and control testing that satisfy federal requirements and OIG reviews.

Department of Veterans Affairs (VA) - Office of Inspector General

Federal Auditor - Blue Book (FAR) Contract Reviews

What We Did: Conducted Federal Acquisition Regulation (FAR) contract compliance reviews and contractor financial assessments. Performed temporary price reduction audits under FAR 52.216-3. Evaluated contractor accounting systems, procurement controls, and contract file adequacy.

What This Means for You: Procurement compliance guidance, contract file management expertise, and cost analysis that meets federal contracting standards.

U.S. State Department

Federal Auditor

What We Did: Performed audits of diplomatic operations and overseas programs. Evaluated compliance with federal regulations and internal policies. Assessed internal control systems for high-risk international operations.

What This Means for You: Experience with complex, high-stakes audits and international compliance requirements.

All Three Federal Compliance Frameworks

Framework	Agency Experience	What This Means for You
📒 Yellow Book (GAGAS)	CBP audits of Fortune 500 contractors	Expert preparation for DCAA audits and contractor compliance reviews
💚 Green Book (GAO)	SBA program assessments and internal controls evaluations	OMB A-123 compliance, risk assessments, and control testing
📘 Blue Book (FAR)	VA contract reviews and price audits	Procurement compliance, contract file management, and cost analysis

The Auditor's Advantage

Most consultants guess what auditors want. I know—because I was one. I spent 17 years on the government side conducting Fortune 500 audits. Now I use that insider knowledge to help businesses succeed.

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

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 work history spans some of the most demanding federal audit environments. We've successfully conducted OMB A-123 assessments, performed GAGAS audits, and evaluated complex internal control systems across diverse federal programs.

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.

From Auditing Fortune 500s to Helping Your Business Succeed