Accounting Services Customized for Your Business

My services start with posting and recording transactions, but don't stop there.  I take pride in making sure my accounting expertise is applied specific to your business needs.

My goal is working with you to leverage your financial indicators in your periodic statements to guide your business decisions and generate profits.  I prepare timely and accurate financials, then consult with you to interpret and understand the contents of your balance sheet, statement of profit and loss, and statement of cash flows.  We discuss how to increase your business' profitability.

Your business has enough activity that you require a full-time bookkeeper to handle the day to day in your financials, but you'd like an extra layer of expertise to ensure that your transactions are tracked in the best way possible.

I review the transactions entered by your in-house bookkeeper, helping you leverage the indicators in your monthly financials prepared by them to guide your business decisions and generate profits.  I help you interpret and understand what's in each of your major financial statements, and, where applicable, provide ways you can make your business more profitable.

I can provide training for you and your employees on any of the following topics:

• Understanding your monthly financial reports

• Payroll entry and processing

• Accounting software packages

• Office products such as Microsoft Excel or Sharepoint

• Communications software such as Zoom or Microsoft Teams

• Budgeting and forecasting

Additionally, I can also create customized training plans to meet your business needs.  All training can be done either remotely or in-person.

Utilizing data provided by your organization and payroll service organizations, I enter, review, and/or process your payroll transactions, including pay stubs, state and federal filings, and general reporting.  Each of these steps can be done entirely independently or with your prior review, ensuring that you have the control of doing it yourself while I handle the heavy lifting for you.

If you don't have a full time CFO, I can step in and assist with your business needs.  We can discuss and set short, medium, and long term goals for your business.  We'd start by diving deep into your financials, assessing your revenues and cash flows, current procedures, and efficiencies of your existing staff arrangement.  We would then apply financial planning techniques to help you get your business where you want it to be.  Budgets will be set based on our assessment of your financials and your goals, and then monitored and compared against your actual numbers.

I've helped multiple businesses grow to the next level via setting up efficient accounting procedures and coaching employees on their individual roles to keep those procedures on track.

Reach out to me for these and any other accounting challenges your small to medium business faces.

Everybody loves to hate tax time.  Whether it's a basic tax return for yourself, filling for your small business, assisting with tax planning, or simply preparing for compliance with another CPA, I've got you covered.  I've assisted clients with 1065s (and the K-1s that come with it), 1120Ss (and the K-1s that come with those), 1040s, 1099s/1096s, and W2s/W3s.  This can be initial filings, amendments, or simply review of what's already been done to make sure it's done as accurately and correctly as possible.