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Let
Me Put My Expertise
To Work For You
Our professional relationship begins with an
in-depth review of your business needs. We can then tailor an
accounting system that will meet or exceed your expectations.
A smooth and accurate flow of accounting data is the key to
detailed financial statements that you need to make informed
decisions for your business and to insure a successful future.
Taxes
I approach taxes from the individuals or business
owners perspective of wanting to minimize the financial burden
within the confines of the law. Preparation of your individual
or business tax return begins well before the year ends. Tax
planning and strategizing is one of the best ways to achieve
this goal.
Controllership & Managerial
Services
Hire me as your Controller or Virtual Chief Financial
Officer. Investing and maintaining a large scale in-house accounting
department may not be cost effective for your business. By contracting
outside financial oversight services, you gain an independent
force to help make the changes and decisions that are needed.
Personal Financial Assistant
No time to pay your bills? Track your investments?
Get it all organized? Just let me know and I will take care
of it for you.
Anything Else?
Don't be afraid to call and ask!
Call
Now and Your First Consultation
Is Free…
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Accounting
Services
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Monthly Write-Up Services -
General Ledger Accounting
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Complete Payroll Services
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In-House Accounting Assistance
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Financial Ratios
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Cash Flow and Budget Analysis
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Bank Reconciliations
- Depreciation
Expense Calculations
- Independent Inventory Observations
- Expense Analysis -
Do you know where your money is going?
Can you get the same service for less money?
- Personnel File Review to insure
compliance with regulations
- Quickbooks
installation and training
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Tax
Services
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Tax Return Preparation -
Individual and Corporate
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Income Tax Planning and
Projections
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Representation at Tax Examinations
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Filing of Back Taxes
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Sales and Use Tax Returns
- Retirement
Plan Distributions
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Buying or selling a home
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Moving expenses
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IRS/State audits and collection problems
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Controller
& Managerial Services
- Internal
Control Studies
- Interpretation
of Financial Statements
- Lease
Purchase Studies
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Oversight of Financial Processes
and Employees
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Preparation for Financial
Statement Audits and Audit Liaison
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Policy and Procedure Analysis
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Financial and Capital Expenditure Studies
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Temporary Replacement for Vacations, Vacancies, and
Short-Term Absences
- Annual
business budgeting
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Short and long range business plans
- Formation
of a new business enterprise
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Personal
Financial Assistant
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Timely Payment of Monthly Bills
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Personal Expenditure and Budget Analysis
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Investment Tracking
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