As the trusted accounting partner to small businesses and individuals—she provides individualized attention to help her clients understand the cost of their products/services, and how to maximize profits to grow their business.
She’s devoted to sharing the strategies she’s discovered in her 25+ years in corporate America to help them stop feeling overwhelmed or leaving money on the table that should be in their bank account.
Our clients enjoy running their businesses, and they are very proud of what they have created. However, many find themselves so passionate about their purpose that the logistics aren’t getting enough attention. The costs of services and products, maximizing profits, and accidentally missing out on tax deductions are overwhelming. While we’re capable and enjoy serving all those in need, we primarily find these four categories reaching out most often.
We handle all your correspondence with the IRS and your state’s agencies.
Small to medium-sized businesses must emphasize accuracy and efficiency across all bookkeeping processes.
Your company may not be ready to hire a CFO full-time, but we are the next best thing!
You can’t have a clear money plan if you don’t know your numbers.
There are so many different retirement plans out there – let’s find the one that’s perfect for you.
Proper tax preparation is key to successfully and legally reducing your individual or business liability.
Complete accounting services | QuickBooks® Expert set-up and support | Financial reviews and compilations | Full financial services for sole proprietorships | Full tax services from Corporate returns to personal returns | Cash flow management | Financial statement preparation | Budget development | Tax preparation and planning | IRS tax resolution | Business plan development | Incorporation assistance | New business adviser | Payroll services | Quarterly tax filings | Retirement planning | College savings planning