I have trained under some of the best in the business – from a former IRS Tax Attorney to Senior Tax Law Specialists to the CFO of a leading NFL franchise.
I have been working in and with small businesses for my entire career. I love the small business sector as I see it as the lifeblood of our economy!
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What kind of accounting services do you provide?
We provided full service bookkeeping, accounts payable, accounts receivable and payroll services.
Why is it so important for businesses to hire a great accountant?
Accurate accounting keeps your business compliant and helps you understand how well your business is doing. It also allows you to make better, more informed business decisions.
What do you love most about your job?
I love helping others with their financial management needs.
What inspired you to start your own business?
The desire to assist others manage their finances and to provide much needed support to the small business community.
Why should our clients choose you?
We are dedicated to providing quality services at an affordable price.
Can you provide your services online or remotely? If so, please add details.
Yes, we are able to assist clients through our secure virtual client portal. Our portal utilizes the same security and encryption as the banking industry.
What changes have you made to keep your customers safe from Covid-19?
We are able to assist clients virtually so that face to face interaction is not required.
Accounting/bookkeeping
We can assist you with classifying transactions to the appropriate account, reconciling bank statements, managing accounts receivable and accounts payable and managing journal entries as necessary. We will work with you to customize a plan that makes sense for your business and helps you focus on running your business more efficiently.
Payroll
We provide full service payroll which takes care of everything from processing payroll to submitting payroll taxes and required tax reports.
Tax Preparation
We can prepare your federal and state (if applicable) tax returns and efile them for you at no extra charge. We also work to make sure you receive all available deductions your qualify for.
Tax Planning
We will develop a customized tax savings plan based on your personal and/or business situation. We help you make sure you are not overpaying your taxes.
Business Entity Formation
We assist you with the paperwork and filing needs associated with forming a new business or restructuring an existing business.