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accounting services

Are you in need of reliable accounting services? 

Providing financial information to my clients in a timely and accurate manner is a commitment that I feel can not be compromised. Meaningful,
well-organized financial records ensure that your business operations will run more efficiently on a daily basis.

My firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements

Reviews & Compilations

I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. I provide financial reporting on two levels of assurance:

  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and primarily for internal use.


Tax Services

I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Tax services offered include but are not limited to:

  • Tax planning & return preparation
  • Individuals
  • Corporations
  • Partnerships
  • Not-for-profit organizations
  • Taxing authority representation
  • Tax effects of buying/selling a business


Consulting Services

My aim is to ensure the personal and business successes of my clients. I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business. 

The following is just a few of the areas in which I provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Business valuations
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Mobile Accountant (we come to you)


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