I help small business owners plan and achieve their financial goals. As your accountant, I help you understand and manage your business and personal finances to earn more and to keep more of what you earn. I work alongside you and other professionals to ensure your financial future is secure.
As your accountant, I maintain your accounting system including account reconciliation, accounts receivable and payable, tailored payroll services and federal, state and local reporting. Accounting services enable you to determine where you are so you can get to where you want to be.
As a Certified Tax Coach (CTC), I help small businesses and their owners minimize their tax liability. After assessing your current situation, needs and opportunities, I develop a strategic tax plan to achieve your goals in the most tax efficient manner. Tax preparation is only a small part of this comprehensive service.
As a Certified Financial Planner (CFP), I help clients meet their goals. I will assist with creating a cash flow analysis, retirement planning, education funding, and risk management. I work with other professionals to ensure your financial future is secure. Meeting your goals is my greatest desire.