SERVICES

ACCOUNTING

Are you a small business or start up? Do you need help setting up your accounting, systems, payroll or taxes? Let's get you up and running! I can recommend or help evaluate software tools to streamline your business.

Do you need help setting up internal financial reports? Does your auditor need schedules that you don't have time to prepare? I bring 25+ years of experience closing the books, auditing and preparing schedules for outside auditors. Get in touch to find out how I can simplify these processes for you.

TAX PLANNING AND PREPARATION

Whether you're a small business, individual or not for profit, taxes are integral to your financial life. If you're not considering taxes in your financial plan, you could be paying more than you need to. Not for profits must consider their income so they don't inadvertently have unrelated income that is taxed. Do you need help with compliance? I can prepare your taxes and help you integrate them into your financial planning.

FINANCIAL COACHING

Do you have a budget for your household? Are you saving for retirement or college? Is your business making money? How can you spend more time working in your business than on your business? Let me educate you about budgeting, saving, or tracking your business.