Services

Small Business Services

Being a small business owner means wearing multiple hats… usually every hat. These services are designed to streamline your small business operations, ensure accurate financial reporting and simplify your tax filing processes. My services help small businesses at all stages maintain organized financial records and improve cash flow management.

  • Many business owners are using a simple excel sheet and stack of receipts to manage their bookkeeping. These methods aren’t the most efficient way to keep track of your finances or to prepare for tax season. I will do a comprehensive review of your current bookkeeping process, help you to identify areas where you can improve efficiency and implement an organized accounting system, empowering you to make more insightful decisions.

  • Using your existing accounting records, I will provide you with a full set of financial statements along with valuable insights, equipping you with the confidence to make more informed decisions for your business. 

    *You must already have a bookkeeping process in place. If not, the bookkeeping consulting service will need to be implemented first.

  • A budget is a realistic and current report of your monthly income and expenses, as well as a snapshot of your asset and liability balances. A forecast is a projection of expected income and expenses using assumptions and historic trends. This service is designed to help business owners create or refine a detailed budget and forecast targets for an upcoming fiscal period or an upcoming goal. Your budget goals and timeline are leveraged as benchmarks to determine whether you’ll meet specific budget goals over a specific period of time.

    *You must already have a bookkeeping process in place. If not, the bookkeeping consulting service will need to be implemented first.

  • One of the most dreaded processes for business owners, tax filing is an area most people would like to be less painful. Whether you operate an LLC, a Partnership or a Private Corporation, I will ask thorough questions to get a full picture of your current tax situation, and help you minimize your liability.

    This service comes with electronic filing and tax planning throughout the year to help legally reduce your taxable income and ensure an accurate return.

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Individual Services

Most individuals with W-2 employment can simply file their own tax returns online. There are benefits to filing with a CPA however, especially if you have any special circumstances like running a small business, owning property or investments, or having dependents or a spouse. It’s also important for individuals to take control of their monthly budgeting and wealth building options.

  • I will ask thorough questions to get a full picture of your current tax situation, help you minimize your liability, and ensure you’re taking advantage of the credits and deductions you qualify for. I file taxes electronically for fast processing.

    This service comes with tax planning throughout the year to help legally reduce your taxable income and ensure an accurate return.

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