Discover our services
Federal and State returns for Individual, Businesses, and Exempt Organizations
Real estate tax planning, transaction analysis, and ongoing support for rental and investment properties
Quarterly/Annual Payroll Filings, 1099s & W2s
Sales Tax returns
Gift Tax
Financial leadership without the cost of a full-time CFO
Cash flow, budgeting, and financial planning
Comparative financial reporting and data visualization
Process and control development and oversight
CFO for nonprofits, including grant cycle management
Business start-up and structuring
Catch-up and cleanup engagements
Software - Selection, Implementation, and Troubleshooting for:
General Ledger Systems
POS Systems
Accounts Payable/Receivable Systems
Payroll Systems
Customer Resource Management systems
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Schedule a complimentary consultation to discuss your accounting, tax, or financial reporting needs. This initial meeting is an opportunity to determine whether my services are a good fit for your situation. No obligation.
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