Run Your Wealth
Online
Online
CPA with 15 years of experience in tax, business accounting, Controller and CFO services, and a specialty in non-profits. I care about customer service and helping you!
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What kind of accounting services do you provide?
All personal and business accounting services, taxes, fractional CFO and Controller services, and basic bookkeeping.
Why is it so important for businesses to hire a great accountant?
Your accountant is a trusted business advisor. It’s important to have one like myself who has run financials for $100M+ businesses, small businesses, as well as prepared taxes and taught accounting at 2 universities.
What do you love most about your job?
I love helping my clients understand their financial position better.
What inspired you to start your own business?
So many CPA firms forget to go the extra mile for clients and remain affordable. I want to be your trusted business advisor.
Why should our clients choose you?
When you choose to work with me, you’re talking directly to me.
Can you provide your services online or remotely? If so, please add details.
Yes, all or almost all services are provided remotely.
What changes have you made to keep your customers safe from Covid-19?
No longer meeting in person unless absolutely necessary.
Individual Tax Prep
Provide individual 1040 tax preparation.
Non-Profit Tax
Provide advice and Form 1023, 990, 990EZ, and 990N preparation for non-profit companies.
Business Tax
Preparation of form 1065 and 1120-S, 1120, and 1120-POL for businesses.
Bookkeeping Services
Monthly and annual financial preparation for businesses and individuals with sole proprietorships.
Fractional Controller and CFO Services
Are you looking to take your business to the next level? I can help provide you cleanup of your books, forecasting and budgeting, and management of your overall financial position.
Business Accounting Education
Happy to educate business owners on what they should know about their financial situation and their books.
