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.

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  • 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

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level 2 Tax

  • Business and individual tax return preparation

  • Research and guidance on specific transaction

  • Prior tax return reviews

  • IRS tax matters representation

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level 3 Payroll

  • ADP Run Payroll Provider

  • Payroll review and guidance

  • New employee set up

  • Federal, state, and local payroll filings

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level 4 Advisory Services

  • Internal audit and business process review

  • Documentation of internal controls

  • Interim CFO/Controllership services

  • Other agreed-upon procedure engagements

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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

Project Showcase

Get an idea of what we do

You can see a sample of the projects we’ve worked on before you ever consider doing business with us.

Our Showcase
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