Services & Industries

• Bookkeeping 
• Payroll and Payroll Filings
• State and Local Tax Compliance
• Tax Planning and Consulting
• Outsourced CFO Services
• QuickBooks Setup
• QuickBooks Training
• Budgeting and Forecasting
• Type of Entity Consulting and Analysis
• Financial Analysis
• Invoicing and Billing
• IRS Representation
• Second Look at Previously Filed Returns
• Build Customized Excel Spreadsheets for Businesses and Accountants

• Construction and Landscaping
• Real Estate
• Healthcare Professionals
• Manufacturing
• Service Providers
• Nonprofit
• Short-Term Rentals
• Personal Finance

As an experienced CPA, I provide advanced insight and analysis, offering more value than the typical bookkeeper's role of recording transactions. Examples:

• Set up the chart of accounts in a manner that helps businesses identify and control overhead.
• Prepare cash flow analyses and projections to assist clients in planning for the future.
• Perform time-value of money calculations to help clients make decisions regarding investments and allocation of resources.

Reducing tax is considered in the preparation of financial statements. Identifying and recommending tax-saving opportunities throughout the year and before tax preparation allows clients to be proactive with implementation.  Examples:

• Provide reasonable wage analysis for S-Corp owners while maximizing the Qualified Business Income Deduction (QBI).
• Fixed asset consultation, including depreciation analysis and buy vs lease analysis, can provide significant tax savings.
• Assist clients with selecting or changing accounting and revenue recognition methods to meet compliance requirements, enhance the relevance of financial statements, and reduce tax.

Comprehensive business knowledge and specialized industry knowledge allows me to serve as a critical advisor to clients. Examples:

• Assist with business formation and selection of entity type.
• Identify industry trends and provide insight and benchmarking to help clients compete in their industry.
• Utilize knowledge of managerial accounting to assist clients with the pricing of goods and services.

Advanced Excel and QuickBooks skills and a strong background in technology adds value and efficiency, helping clients to scale their business. Examples:

• Build and maintain customized Excel files to assist clients with record-keeping and decision-making.
• Utilize AI to boost productivity, minimize error, acquire information, and analyze data.
• Automate data entry to maximize efficiency and reduce bookkeeping costs.
• Help clients identify and mitigate risks associated with technology, data loss, theft, and fraud.

Providing clients with timely and relevant data helps businesses make decisions that grow their business and maximize profits.  Examples:

• Record significant and relevant levels of data into accounting software to enhance the information used to make decisions. 
• Reconcile data when appropriate to ensure accuracy. For example, compare revenue reported to taxing agencies to revenue reported in the financial statements.
• Save time and reduce costs by providing complete and accurate information to outside tax preparers, lenders, customers, and vendors.