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My firm offers a wide range of services to my individual and business clients. Because my firm is relatively small, my clients benefit from personalized, quality service. Below I have a brief list of services that I offer to clients along with a short description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service I provide, I would be more than happy to refer you to a qualified professional.
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| Complimentary Initial Consultation |
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Getting to know a professional is an important first step in choosing the right firm and individual. I encourage all potential clients to discuss their personal or business needs with me face to face.
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| Audits, Reviews and Compilations |
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I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. I provide financial reporting on all three levels of assurance: *Audit- an intensive examination with the highest level of assurance *Review - some analytical procedures conducted with limited assurance *Compilation - based upon client information provided and used primarily for internal use.
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| Bookkeeping/Write-Up |
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Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
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| Financial Statements |
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I can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful management tool for making financial decisions.
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| Cash Flow & Budgeting Analysis |
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A business can be profitable and still run into trouble due to cash flow issues. I can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
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| Tax Planning & Preparation |
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Tax planning and preparation form a winning combination for my successful individual and business clients. Whether you are an individual or a multi-tiered partnership, I can develop tax strategies that take advantage of new tax laws and legislation.
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| Payroll Services |
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As a business grows, it must hire more employees, which can result in increased payroll administration. I can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. My firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
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| Consulting Services |
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I gauge my value by the personal and business successes of my clients. I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business with the highest integrity.
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