With 17 years as an auditor for large and regional CPA firms and 9 years in a private company, I can provide a wide range of services from monthly accounting, financial statements, and tax preparation. I am also a CPA. I love working with business owners and individuals to maximize their finances.
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Individual tax preparation
I can help you prepare your individual tax return, including supporting schedules.
Monthly financial statements
I can review your monthly financial records, propose any adjustments, and provide you with monthly financial statements.
State tax filings
I can prepare and submit your monthly state tax filings.
Business Process review
I can observe and assess your current business processes to determine if any changes can be made to improve efficiency and reduce the risk of fraud.
I've helped many business automate their accounting functions, reducing costs and improving the timeliness of their financial information.