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I'm On Your Side

As a business owner, you work hard every single day. Whether it’s managing your employees, overseeing your company’s day-to-day operations, or generating new ideas, you don’t have much time left over to deal with the financial side of your business. Even if your cash flow is good, are you sure you’re maximizing your profits? Are you paying estimated taxes on time? Are you complying with federal and state payroll or sales and use tax?

Tax law is complex. That’s why it pays to have an accounting firm you can trust on your side. From generating cash flow statements to handling payroll and preparing your tax returns, I am here to help your business succeed.  

What Can I Do For You?

I'm committed to your success. Scroll down to look at the comprehensive list of tax and accounting services I offer or contact me today to find out how using my tax and accounting services can benefit your bottom line. 

Small Business Accounting

As a small business owner, you have more important things to do than to keep your own books. That's why I'm here. When I take care of the books you can get back to the job of running your business and generating profits.

Bookkeeping Services

Accurate bookkeeping is essential to your company's long-term viability. Experienced, affordable, and reliable, I work with a variety of industries and clients.

Payroll

Payroll solutions that meet your business's needs and enable you to spend time doing what you do best -- running your company.

Part-Time CFO Services

My Part-Time CFO Services give you a professional financial manager who works with you to help guide your business to success.

Audits - Reviews - Compilations

Your stockholders, creditors, or private investors have different levels of risk tolerance, so I provide three levels of assurance to meet your needs.

Forensic Accounting

Forensic accounting -- also called financial forensics or forensic auditing -- is an area of accounting that investigates actual or anticipated disputes.

Cash Flow Management

A cash crisis can be emotionally devastating and can even put an end to your business. The starting point for avoiding a cash crisis is allowing me to develop a cash flow projection for you.

Bank Financing

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.

Business Valuation

An objective valuation can make the difference between loss or gain, success or failure. You need a tax and accounting professional who is well qualified, with significant experience in evaluating all types of organizations.

Business Advisory Services

If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.

Financial Planning for Businesses

If you run a successful business, you already understand how important it is to work with an accountant that understands how your company operates. What you might not realize is that when you add an accountant with expertise in financial planning and analysis to the team it allows you to take your business to another level.

Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

New Business Formation

Starting your own business is exciting, but thrilling. It's everything that comes after the excitement and thrill have worn off that dictates whether a small business will make it or not.

Non-Profit Organizations

The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.

Internal Controls

I assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then I make recommendations that help your company become stronger.

Litigation Support

In today's world of increasingly complex litigation, you simply cannot do it alone. You are more likely to succeed when you have the expertise of an experienced "court savvy" tax and accounting professional on your side.

I want to hear from you!

Please fill out this form and let me know how I can be of service. I will happily offer you a free consultation to determine how I can best serve you.

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