Too many business owners lose time, money, and sanity attempting to handle all of their own financials. As someone who cares deeply about your business' success, and with 40 years of accounting & business ownership experience to pull from, I believe that all relationships must be "Win/Win".
I'm here to work side-by-side with you to understand your business needs, and craft a solution that has your business successful and our partnership strong, so you can get back to working on your business, not in it.
With 15 years of public accounting experience and 25 years of industry experience, I have been managing the effectiveness and profitability of companies, big and small, for over 40 years (including my own!).
Whether you’re a new entrepreneur, a small business owner, or leader of a corporation, I promise to give you the sound financial guidance and strategic business advice you've been looking for.
Before a Call
Your Success Comes First
I'm a problem solver, so whether that solution means educating around tax planning, signing up as your advisor, or suggesting you keep your current accountant (yes, really!), your success is what matters most.
No Sales Pitches, Ever.
I hate being hounded by Salespeople as much as you do, so I promise to never pitch during a call, only to help.
Zero Risk, Zero Obligations
Regardless of whether we work together or not, I want you equipped with the knowledge you need to profit. There are zero obligations or risk to entering a call together.
Walk Away With a Plan
Either walk away with information, education and confidence to do it yourself, OR feel so good about working together that we get started
Let's Make Your Life a Little Easier.
Let's streamline your financials so you can work on your business rather than in your business, and ensure your accounting is in great shape. Services include:
- Bookkeeping | Review & record financial transactions
- A/R & A/P | Optimize cash flow and reduce bad debts
- Monthly Reconciliation & Strategic Analysis
Bookkeeping - Review & record financial transactions
A/R & A/P - Optimize cash flow and reduce bad debts
Accounting - Monthly analysis and reconciliation of all accounts
CPA Credentialed Guidance
Business Plans - Developing a formal plan for success
Analysis - Strategies o reduce taxes and improve profitability
Business Succession - Planning for the future and preparing for the unexpected
Chart the course to financial success by building a formalized business plan for high performance & accelerated growth.
- Business Planning | Developing a formal plan for success
- Financial Analysis | Reduce taxes and improve profitability
- Business Succession | Planning for the future & preparing for the unexpected
Tax Preparation & Tax Reduction
Innovative Solutions for your Business
We will work with you to maximize your deductions and minimize your tax liability with a streamlined and effective process.
- Tax Consultation | Yearly support to reduce taxes
- Tax Projections | Analysis of future tax liabilities
- Tax Preparation | Personal & business income tax returns
Income Taxes - Filing of both personal & business returns
HR - Develop & implementation of an Employee Handbook
Compliance - Coordination of annual filings & documentation
Risk Management & Mitigation
Develop a thorough risk management plan to safeguard against any legal and financial threats that may have been overlooked.
- Insurance Review | Review & assess current coverages
- Human Resources | Develop & implement an employee handbook
- Compliance | Coordinate annual filings & documentation