CPA CA Accountant
CFO (Chief Financial Officer) to small and mid size companies.
Offering full support to owner/operator entrepreneur.
Specialize in family owned/privately owned businesses.
Offering full cycle bookkeeping, payroll, government tax remittances, accounting, financial statement presentation, tax returns, cash flow forecasts, business plans, bank loan applications.
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What kind of accounting services do you provide?
Quickbooks and Sage.
Monthly, Quarterly, Annually.
Tax prepartion.
Bank loan applications.
Business advice.
Why is it so important for businesses to hire a great accountant?
A successful business must know its numbers on an almost real time basis.
What do you love most about your job?
Self satisfaction from helping small and medium business owners grow their business and achieve their goals and dreams.
What inspired you to start your own business?
After a very successful career, recently retired from Corporate America.
Have lots of experiences and successes to share with entrepreneurial business owners.
Why should our clients choose you?
I am not a boring accountant.
I have entrepreneurial flair and see business in the same way a small business owner views their own businness, opportunities and challenges.
Can you provide your services online or remotely? If so, please add details.
Can meet in person.
Can meet remotely by video or phone.
Can work onsite.
Can work remotely.
Completely flexible.
You decide.
What changes have you made to keep your customers safe from Covid-19?
I have been fully vaccinated with two boosters and wear mask during in person meetings.
Accountant to Small and Medium Enterprises. Bookkeeping, Accounting, Tax, Loan applications.
Offering full cycle bookkeeping, accounting, tax returns, payroll, government tax remittances, financial statement presentation, loan applications, cash flow forecasts, business plans.
Bookkeeping and Accounting
Quickbooks, Sage
Tax Returns
Corporate and Personal
Bank Loan Applications
Prepare business plan, cash flow forecasting, bank loan presentations.
Work with traditional major banks.
