Joined the firm in: 2017
Entered accounting in: 2017
Native of: the Los Angeles-area of California
Resident of: Newbury Park
Dylan helps clients with a wide-range of accounting services including bank reconciliations, compilations, reviews and QuickBooks set-ups. He also works on personal tax returns and assists with certified audits.
Bachelor’s (magna cum laude), accounting, California Lutheran University
After joining Roschke & Wall as an intern in February of 2017, he became a full-time member of the team in April. He worked service-related jobs in college and even did some extra work acting on The Young and the Restless.
Dylan has spent time volunteering for the Special Olympics and participating in cancer walks. While in college, he helped form an honor/ethics society to reduce cheating in the classroom, hence increasing the value of the school’s degrees.
Dylan enjoys doing cross-fit type workouts and spending time at home playing ping-pong, video games and watching Netflix. A sports fan, you will see him cheering on the Eagles and the Kings.
“I enjoy a challenge and put in the effort to accomplish things I didn’t know I could do. I also find joy in lending a hand to others in need.”
“Everyone works hard to make my life as a business owner less complicated so I can focus on the stuff I’m good at—which, by the way, is not accounting.“
“As an entrepreneur and long time client, I credit much of my financial sanity to their expertise, wisdom and compassionate care for their clients.“
“Roschke & Wall is as good as it gets. From business advice to how to deal with employees in multiple states, they have answers to help us navigate complex issues.“
Retirement plans are a valuable tool when it comes to attracting and retaining the top employees your business needs to compete. While these plans help employees save for retirement, they offer benefits to the employer as well. In addition, most plans are easy to establish and maintain.
If you were to institute an employer-sponsored retirement plan, you could experience the...
As a small business owner there will come a time when you consider borrowing money from a bank or another lending institution. Despite what you may have heard, lenders are not eager to lend to small businesses. To be successful with your request, you need to know what a bank wants and how you should approach them.
You must present yourself as trustworthy and dependable, while also...
How well is your business doing? What do you measure to determine this? What do you do with the information? Key performance Indicators (KPIs) are the statistics you track to determine how your business is doing.
If you’ve been running your business for a long time, you have developed your own KPIs, even if on an informal basis. Yet, there is merit to formalizing your KPIs and...