Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  I offer a full range of professional services and give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.

Daily Money Management

This year I have added Daily Money Management to the services I offer to individuals and small businesses. Daily Money Management is a growing service providing an important helping hand to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others.

For some people, mail can be an intimidating responsibility and they often leave it untended. Questioning a bill or statement, making calls or providing evidence of prior payment can be frustrating. Invoices can be received by mail, fax or email and approval can be delegated according to your preference. Daily Money Management includes bookkeeping detail for expenses and can be valuable in preparing tax documentation for end-of-the-year submission to a tax preparer.

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Bookkeeping

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

I am a QuickBooks ProAdvisor for desktop or online accounting solutions

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. I will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Payroll Services

Constantly changing laws and tax regulations make payroll management an ongoing challenge for business owners. I can alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become. Payroll is provided through the payroll service provider that works best for your company, giving you as much or as little control as you wish. The payroll programs I offer are ADP, Gusto and QuickBooks Payroll.

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Tax Preparation

Effective tax preparation can help you to minimize your future tax liability. I can help you proactively manage both your personal tax documentation and issues. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. The most valuable part of preparing your taxes is helping you understand your return.

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Call today to schedule an appointment!