Your personal accountant, bookkeeper, tax consultant and advisor

Services

I can handle the technical aspects of any accounting, bookkeeping, tax, attest, valuation or advisory service or I have someone in my network to meet every need.  I'm not going to make a huge list of activities that may or may not apply to you.  You know what you want.  Call me and we can discuss.


What I do is not "one size fits all".  It's tailored to what you feel you need.  For example, I have a client who scratches her billing on a notepad she keeps in the front seat of her car. We transform those notes into invoices and then into cash.  She writes checks each month that we capture and classify into a profit and loss statement.  Then, I have a client that owns a multi-million dollar, multi-state franchise operation.  We provide A to Z service from cloud-based point of sale system monitoring through compiled monthly financial statements, sales tax and income tax returns.  It's a wide range of people doing their business their way.  Both of these clients have at least one thing in common:  they appreciate the ability to call, e-mail or text me when they have a question.


Every one of my clients is unique.  Some are mom and pop businesses, many are partnerships, LLCs or S corporations while a few are straight C corporations. They all have annual revenue ranging from around $100,000 to $12,000,000.  I provide individual income tax services to nearly every client so everything fits into one seamless financial package.  Most clients utilize Quickbooks desktop or cloud based accounting software.  i can work with scraps of paper to just about any small business software package.  I can also provide a discounted Quickbooks subscription and setup services.


Much of my work in recent years involves helping start up businesses get off the ground by helping them with all the various administrative requirements, helping to create a formal or informal business plan and help set future goals for success.  Once the strong foundation and plan for the future is in place, some clients proceed without me while others keep me around to help keep them focused and to provide a constant flow of timely, accurate financial information.  It is completely up to you how you want to handle our relationship.


There are instances where I get a call from a business owner concerned that their business is not on the path that they envisioned.  For better or worse, these turn around situations occur much too often as the business owner sometimes becomes so focused on "working in the business" that they lose sight of "working on the business".  I'm here to help evaluate the problem areas, propose corrections and uncover ways to get things back on tract.


On the other end of the range of services used by start up or very small business is what is known as CFO Services.  Essentially, you rent me to work on a project or to provide high level financial management for your company on a part time basis.  It's much more cost effective that hiring a full time financial expert but you have to make sure you have the right person.  I don't advise engaging anyone for this critical role by reading a web page.  This is a position of trust that takes time.  Call me so we can begin a process to see if we can build a relationship built on understanding and trust.  Then we can determine if renting me is right for you.