Services

If you’re looking for a firm that will focus on your specific business needs and respond promptly to your questions and concerns with the highest degree of ethics and integrity, then look no further. My firm offers a full range of professional services to give you the individual attention that you deserve.

Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Business Consulting

As a true business partner, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Fractional CFO / Controller

A Chief Financial Officer (CFO) or Controller oversees all of the accounting, financial reporting, operational reporting, and compliance functions of the business. The cost of employing a full-time Controller can be cost prohibitive for many small to medium-sized businesses. I provide Controller services for your business that are suited to your specific business needs. I can handle all of the accounting needs of your organization, including:

  • Monthly and Annual Financial Closing and Reporting including Income Statements, Balance Sheet, Cash Flows
  • Financial analysis comparing actual performance to prior year’s performance, and actual to budget and forecast, including variance explanations
  • Preparing an annual Budget and quarterly Forecast for your business
  • Implementing Best Practices: Assessing and implementing proper accounting processes and controls
  • Preparing for an audit, handling audit requests, and implementing improvements

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. I am ready to provide this type of financial analysis to support the continued prosperity of your business.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. I will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Management Advisory Services

My Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. I can provide support in business planning, accounting controls and process improvements, and other advisory support. Contact my office to learn about the full range of services I provide.

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Tax Preparation & Planning

Effective tax preparation and planning can help you minimize your future tax liability. I can help you determine how to best organize and retain supporting tax documents. I can prepare and explain both your personal and business tax returns so you can better understand your tax situation.

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Call today to schedule an appointment!