I provide a range of accounting, consulting, and tax services to individuals and businesses. Below is a broad overview of my services offerings. (For additional information about the individual services of each primary, select the link below or at Related Links sidebar following).
Accounting Services – involve recording, reporting, and analyzing financial transactions of a business or individual. I help individuals and businesses with recordkeeping by recording cash receipts and disbursements, reconciling bank statements, capitalizing fixed assets, posting annual depreciation, and performing the year-end close. In addition, I process payroll, remit payroll taxes and prepare payroll tax returns for business owners. Lastly, I compile financial statements for individuals and businesses to help them obtain funding for the purchase of a home, meet debt covenants, and manage their businesses more effectively.
Consulting Services – vary widely based on unique needs of individual clients, but the most common engagements include transaction analysis, QuickBooks support, business formation, and employee training. For example, I assist entrepreneurs with training staff to perform month-end close procedures, and I provide recurring support to help them best use QuickBooks for carrying out this function.
Tax Services – include preparing returns for filing with governmental agencies, as well as, planning for the future to minimize tax liabilities. I also help clients resolve tax problems arising from delinquencies, examinations, and levies.