Choose the accountant whose focus
is helping small businesses and individuals with a wide range of accounting
services that answer important financial questions.
Trust
Professionalism
Confidence
Integrity
Let
Me Put My Expertise To Work For You
Our professional relationship begins with an in-depth
review of your business needs. We can then tailor an
accounting system that will meet or exceed your expectations.
A smooth and accurate flow of accounting data is the key to detailed
financial statements that you need to make informed decisions
for your business and to insure a successful future.
Automotive
I have over 16 years of automotive industry experience in both
private and public practice. I can assist you with anything from
fine tuning, or creating, policy and procedures that will lead
to a more productive and profitable operation, to an in-depth
accounting review of your financial statements, to being an independent
observer at your next parts physical inventory to insure the integrity
of the count.
Please click here for a more detailed
listing of available services.
Taxes
I approach taxes from the individuals or business owners perspective
of wanting to minimize the financial burden within the confines
of the law. Preparation of your individual or business tax return
begins well before the year ends. Tax planning and strategizing
is one of the best ways to achieve this goal.
Controllership
and Managerial Services
Hire me as your Controller or Virtual Chief Financial Officer.
Investing and maintaining a large scale in-house accounting department
may not be cost effective for your business. By contracting outside
financial oversight services, you gain an independent force to
help make the changes and decisions that are needed.
Forensic Accounting
I am currently studying for the ACFE exam. Upon completion of
the exam I will be a Certified Fraud examiner. There is, however,
no need to put off establishing and implementing good, sound,
practical accounting policies and procedures now. According to
the Association of Certified Fraud Examiners, the #1 fraud prevention
method in the workplace is increasing
the perception of detection. Let the employees, managers, and
executives know that I am actively seeking out information concerning
internal theft.
Personal
Financial Assistant
No time to pay your bills? Track your investments? Get it all
organized? Just let me know and I will take care of it for you.
Anything Else?
Don't be afraid to call and ask!
Accounting Services
Monthly Write-Up Services -
General Ledger Accounting
Financial Statement Compilation
and Review Services
Complete Payroll Services
In-House Accounting Assistance
Financial Ratios
Cash Flow and Budget Analysis
Bank Reconciliations
Floor Plan Reconciliations
Assistance with Receivable
Collections
Depreciation Expense Calculations
Independent Inventory Observations
Expense Analysis -
Do you know where your money is going?
Can you get the same service for less money?
Personnel File Review to insure compliance with regulations
Tax Services
Tax Return Preparation -
Individual and Corporate
Income Tax Planning and
Projections
Representation at Tax Examinations
Filing of Back Taxes
Sales and Use Tax Returns
Controller and Managerial
Services
Internal Control Studies
Interpretation of Financial Statements
Special Investigations
Lease Purchase Studies
Assistance in Making Decisions
Oversight of Financial Processes
and Employees
Preparation for Financial
Statement Audits and Audit Liaison
Policy and Procedure Analysis
Financial and Capital Expenditure Studies
Temporary Replacement for Vacations, Vacancies, and
Short-Term Absences
