Client Services
My practice offers a wide range of services to my individual and business clients. Because my practice is relatively small, my clients benefit by getting personalized, quality service that is beyond comparison. Below I have listed the services that I offer to clients along with a brief description.


As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service I provide, I would be more than happy to refer you to a qualified professional.

 


Accounting Services

Accounting Services

Providing financial information to my clients in a timely and accurate manner is a commitment that I feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. My practice provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Accounting system setup for new businesses

*Personal financial statements

 

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Compilations

I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. I can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Tax Services

Tax Services

I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide all of my clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Taxing authority representation

*Tax effects of buying/selling a business

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Coaching

Executive & Business Coaching

I gauge my worth by the personal and business successes of my clients. I can help you and your business identify areas negatively affecting profitability and growth and help you, the business owner, develop solutions to goals that lead you to the fulfillment of your business dreams.  In addition to acting as a sounding board for management, I assist you in developing comprehensive, flexible strategies that address the issues affecting your business, your clients, your employees, and your life.

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Consulting Services

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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Business Consulting

I gauge my worth by the personal and business successes of my clients. I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business.

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Miscellaneous

Seminar Presenter

For the past 13 years I have been retained by nationally renowned continuing professional education providers to lead seminars across the country. The topics include but are not limited to:

*Individual Federal and State Tax Issues

*Business Federal and State Tax Issues

*Economic Issues

*Strategy & Tax Planning

*Income Tax Updates

*Multi-State Taxation Issues

I am available to be booked to speak to groups on any business or economic matter.  Please contact me if you wish to schedule me to speak before your next group, convention, seminar, or other meeting.

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