Services

Keeping your financial records accurate and up to date is key to a successful business.  Having up-to-date financials are helpful for managing cash flow, securing funding and understanding the health of your business.   I can provide a customized level of support for your bookkeeping needs.  Whether you need full monthly bookkeeping services, ad hoc support for an in house bookkeeper or training on proper processes for your new hire, I can help!

I can provide management level oversight  for your accounting department.  Many small businesses have in house accountants but need someone to help with the bigger picture.  I can help with employee training, implementation of processes and procedures, reporting and a variety of other financial management needs for your company.

I can also provide support for assembly or workpapers and corresponding with your audit or tax preparer.  Combing through your year end balances and having clean, clear workpapers can save you money with your audit or tax preparer.  I can provide year end organization to expedite the process with your service providers.

Starting a new business? Making changes to your existing business? Buying property or equipment?  I can serve as your starting point for all questions related to your business. I have a large network of professionals including attorneys, financial advisors, bankers, etc. that provide a robust and comprehensive support system for your business.   Regardless of your business questions and and needs, I will find the solution that suits you best.

Tax Preparation

I provide tax preparation for you, your business or both.  Many firms charge high minimums for simple individual returns.  I can provide a customized price for your tax preparation needs based on the level of complexity.  No return is too small and everyone deserves a sense of comfort in navigating the complex world of taxes. 

Tax Planning

Much of the anxiety around taxes comes from the unknown and the fear of what one may owe.  I can work with you, your business, or both prior to filing your taxes to provide a projection of your tax liability or refund for the year to help you plan. Looking at your taxes before they are due can illuminate opportunities for tax savings and provide you with additional time to plan cash flow to implement these opportunities.

Government Correspondence

Receiving a letter from the IRS or a state government can be incredibly stressful.  Many times these letters can be resolved quickly if you know who to call and the resolution process for these matters.  I have worked with the IRS on many matters and have worked with many state localities to resolve issues for clients.  If you received a letter from the IRS or a state government, send it to me before you panic!

I work with each client to determine a rate for services that is reasonable for the client and myself, depending on the unique needs of each client.  I do not require minimum level of services and all initial consultations regarding services are free of charge.  Many accounting firms are structured in a rigid pricing manner and require minimum services or fees to engage clients.  My goal is to support clients and businesses in a customized way with no need too small to received personalized attention and support.  I work on a flat fee schedule instead of hourly so there won't be any suprise bills.  If the engagement will require additional fees, this will be discussed before any changes are made.

Basic rates:

Monthly bookkeeping starting at: $250

Individual tax returns starting at: $250

Tax planning sessions starting at $150