Services

Bookkeeping / Accounting

Generally, bookkeeping is handling expenses, invoices, and receipts from customers. One must also reconcile items to the bank statement to confirm that all income and expenses are reported.

Most anyone can do bookkeeping work.

The reason to have a CPA work on your books is so you can rest assured that your books provide an accurate picture of your business’s finances so you can know whether your business is winning (generating profits) or looking forward to winning (not generating profits). I can also provide analysis and ask good questions to help you see where you are doing well, and where you can do better.

My clients enjoy having statements prepared on a monthly basis, though if you wish I can provide quarterly or annual basis statements. Helping you with your budgeting and forecasting are other services I can provide.

Call now to schedule an appointment!

Business Advisory

You want to win and grow your business, and you need help knowing what expenditures need to increase, what items need to decrease, so you can maximize your return on investment!

My CPA firm is happy to help you by asking the right questions, helping you find the right answers for you, and cheering you on as you maximize income while minimizing taxes.

Call now to schedule an appointment!

Payroll Services

My firm works with a great payroll service to make sure you and your team are paid timely and file the appropriate tax returns and payments.

Tax Returns – Individuals and Businesses

I offer tax prep services for individuals and businesses. I am happy to work with you year-round to help you minimize your tax liability.

Tax Planning

I help clients with their business and individual planning so they can maximize deductions when it is time to file.