SERVICES OFFERED TO INDIVIDUALS:
FINANCIAL PLANNING..Obtain help with your retirement planning, child’s education and investment goals.
INCOME TAX PREPARATION..Have your tax return prepared by a tax preparer with thirty years experience as an accountant.
SERVICES OFFERED TO BUSINESSES:
BUSINESS SETUP..Are you planning on starting a new business? Obtain advice on the proper type to choose and have it set up for you at a minimal price.
PAYROLL..Do you need help with your payroll? I can assist you with the issues of payroll and completing it in a timely manner. Let me show you how I can help you to concentrate on what you do best.
FINANCIAL BOOKKEEPING..Have all your day to day functions performed by an accountant with over thirty years experience. I can setup your accounting. I can also help you purchase the software or link to your existing software.
ACCOUNTING..Have your financials reviewed by a qualified accountant experienced in preparing and reviewing the journal entries needed to finesse your financial reports
PREPARATION OF FINANCIAL STATEMENTS..Let me prepare the financial reports necessary for tax preparation and financial analysis including the income statement, balance sheet, cash flow and snapcharts.
PREPARATION OF BUDGETS AND REPORTING..Need help with your budgets? Let me provide the expertise and assistance to help you with the preparation, analysis, and reporting of actual to budget reports.
PRO-FORMA STATEMENTS..Is your bank or potential lender asking for a business plan and pro-forma statements. Are you wondering how to do these. Let me complete them for you. I have over seventeen years experience with this.
FINANCIAL ANALYSIS..Have your results analyzed with key performance indicators, find out how your business is doing and what you can do to improve it
INCOME TAX PREPARATION..After your financials are prepared and the bank balanced, let me finish by doing the income tax preparation. I am less expensive than a CPA firm and have the expertise and backing to get it done correctly.