Consulting Services

I realize the financial burden that would come with adding a financial professional to your staff.  And while such an employee could add significant value to your business, the financial constraints of many small to mid-size firms simply will not allow it.  Nevertheless, I recognize the value of financial advice and its importance to your company.  It is because of these reasons that I offer the following consulting services to business clients.

  • Transaction Analysis.  I provide guidance to business owners and their staff on accounting and tax consequences resulting from non-recurring transactions.
  • Quickbooks Support.  Reliable financial information is essential for operating a business, and modern technology has resulted in the majority of companies utilizing computer software to maintain this data.  Quickbooks accounting software is a user-friendly product that can be operated on numerous computer systems, and it can assist in maintaining your company’s financial information.  I am an experienced user of Quickbooks software, and I provide consultation and support to business owners and service providers using this application.
  • Business Formation.  Starting a new business can be the beginning of a lifelong journey, as well as an intimidating process.  It is important to give proper thought and consideration to the legal form and initial structure of the entity you will operate.  I offer insight into a number of aspects applicable to starting a new business, and I provide guidance on selecting a form that meets your needs.
  • Employee Training.  The people working for your business are valuable resources, and they have the potential to make or break its future.  I assist business owners with training accounting staff to meet the needs of their organizations.