Your businesses’ financial solutions begin with

A Consultation Today.

Your situation is unique so the process of finding the solution to meet your needs begins with a consultation where we learn about you and your business’s accounting, tax, and other financial objectives.

Request a Consultation
  • 15 years

    Years of professional experience

  • 41,000+ hours

    Professional service hours

  • 100%

    Engagement completion rate

How I Can Help You

level 1 Accounting
  • Bank and credit card reconciliations

  • Fixed asset and depreciation schedules

  • Ongoing bookkeeping

  • Comprehensive financial reporting

level 2 Tax
  • Business and individual tax return preparation

  • Research and guidance on specific transaction

  • Prior tax return reviews

  • IRS tax matters representation

level 3 Payroll
  • ADP Run Payroll Provider

  • Payroll review and guidance

  • New employee set up

  • Federal, state, and local payroll filings

level 4 Advisory Services
  • Internal audit and business process review

  • Documentation of internal controls

  • Interim CFO/Controllership services

  • Other agreed-upon procedure engagements

Who I Work With

I work with specific client to help with their unique needs.

  • Community Associations

  • Insurance Companies

  • Manufactures and Distributors

  • Hospitals and Healthcare Providers

  • Real Estate Investors

  • Community Association Management Firms

  • Law Firms

  • Construction Companies

Reserve Study Report

Get an idea of what we do

You can see a sample of our report, how the whole process works, and even get an idea of our fees for service.