WHAT WE DO
SERVICES
As a highly-skilled and results-driven Certified Public Accountant (CPA), together, we can leverage my years of both tax and attestation experience to deliver high-level deliverables. Whether you are looking for help with tax filings or starting the organization of your new business, my years of experience will bring value.
business support
I provide solutions to replace, enrich, and supplement your current processes. Whether you are looking to outsource your entire accounting process or just need help with some details, I can assist. By providing services such as financial projections, financial statement construction, pro-forma reports, estimated taxes, employer taxes, sales taxes, and entity organization decision consultation, we can ensure your business gets the support it needs.
bookkeeping
Take the questions out of your bookkeeping process. I tailor my bookkeeping services to the needs of my clients. If your business would prefer to outsource processes such as monthly reconciliations, AP and AR management, or the billing and invoice process, we can do that. If your business just needs help setting up your processes, we can do that too. Let’s discuss the needs of your business with a free consultation.
CFO SERVICES
CFO services include: ​
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Overseeing your current bookkeeping and controller staff to ensure all procedures have a series of checks and balances to strengthen security and present accurate financials.
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Generating a budget and financial projections to give you and your board the best financial information possible to make strategic decisions about your company's future as well as the toolset to hold your team accountable for hitting your goals.
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Preparing you for board meetings. Creating financial reports and relevant financial packages to give your directors a true picture of the company. The service can also coach you, as CEO, on how to most effectively present the information to your board.
founder support
Starting a business can be a daunting task, and if Google has not been as helpful as you expected, you have come to the right place. I am passionate about supplying new and starting businesses with the information and advice they need to better reach their goals. All the services we offer can be tailored to best fit the needs of your operations.