If you’re looking for an accountant that listens and honors your goals, look no further. You work hard to build your business, so I’ll work hard to support your efforts. If these professional services are what you are missing, please contact me to take your business to the next level.

QuickBooks Solutions

Let’s start where you are. After evaluating your current system, I can apply my QuickBooks expertise to see how we can make it work best for you. You’re the boss. My job is to pick up where you leave off. If you dislike bookkeeping, I can do that for you. If you (or your staff) love QuickBooks and just need a little help once in a while, I will be there. I can also help you close out the year to make your tax season a breeze. My goal is to give you meaningful reports at the click of a button.

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Bookkeeping Setup

If your business does not currently have a reliable bookkeeping system, let’s build one together. We will discuss tax and other requirements so we can begin with the end in mind. Show me what you are doing now, and I will find ways to make it better. In a short amount of time, you will have confidence in your records, knowing you can find information when you need it for financial planning and tax preparation.

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Bookkeeping Catchup

If you’re like me and procrastinate on things that challenge you, let me help. QuickBooks is my comfort zone, so I will enjoy bringing your books up to date. Simply teach me a bit about your business operations and purchases and I can get you ready to go for taxes and other business needs.

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Business Coaching/Consulting

Let’s start with an initial meeting to discuss your goals, challenges, and strategies. My own business experience has allowed me to establish planning and motivational tools that I love to share. I’ve discovered that making it fun goes a long way towards making it happen. So if you are ready to have some fun building your business, let’s get to work!

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Cash Flow Management

No matter how small your business is, I can help you develop ways to keep your business funds clean and separate. This can save you time and money come tax time as well as serve to support both your business and personal financial goals. Instead of paying your tax preparer for hours of going through your personal business, learn to effectively pay yourself first.

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Tax Readiness

Effective tax planning can help you to minimize your future tax liability and manage your cash flow. I no longer prepare tax returns, but my tax background can work for you as I set up your books and provide suggestions so that you can make the most of your relationship with your tax preparer. If you do not have a tax preparer, I can help you find the right one for you.

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Trouble Shooting

I love solving problems! Just shoot me an e-mail to explain your bookkeeping, business or tax question and I’ll do my best to solve it quickly. If I don’t know, you don’t pay. If it requires research or analysis, I will provide an estimate up front.

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Contact me to schedule a free phone consult!