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My firm offers a wide range of services to both individual and business clients. My clients benefit from personalized, quality service. I have listed the services that I offer to my clients, together with a brief description.
As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.
Accounting Services
Accounting ServicesProviding financial information to my clients in a timely and accurate manner is a commitment that I feel cannot 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
*Compilation of financial statements
Tax Services
Tax ServicesI 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 both 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 for individuals and corporations
*Return preparation for
- Individuals
- Corporations
Consulting Services
Consulting ServicesI gauge my worth by 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 are just a few of the areas in which I provide consulting services:
*Accounting software selection and implementation
*Buying/selling a business
*Business process improvement
*Computer systems
*Financial & retirement planning
Other Services
Other ServicesDue to my diverse client base, I encounter a wide array of financial and tax issues. As a result, I have gained valuable experience over the years in numerous specialized areas, many of which are listed below. I feel my ability to provide such a variety of services reflects my versatility and competency, as well as my dedication to quality client service.
*Debt Management
*Business start-up or expansion
*Cash flow forecasting
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