What I do.
Three ways to work together. Pick the one that fits your situation.
Returns, prepared with care.
Individual and business tax returns, prepared by someone who's seen thousands of them. I'll make sure you pay what you owe and not a penny more, and I'll tell you what to fix so next year runs smoother.
- ✓01Personal tax returns (1040)
- ✓02Business returns (1120, 1120-S, 1065)
- ✓03Multi-state filings
- ✓04IRS correspondence support
Strategic guidance, backed by two decades of practice.
Whether you're scaling, pivoting, or just trying to make sense of where your business stands, I can help you see it clearly. My MBA and 22 years of public accounting mean I've seen most of what you'll encounter, and the few things I haven't seen, I know how to research.
- ✓01Entity structure and formation guidance
- ✓02Cash flow analysis
- ✓03Growth and expansion planning
- ✓04Ad-hoc strategic consulting
Year-round support, a flat hourly rate that never changes.
Built for business owners who need more than a bookkeeper but don't want to hire a full finance team. I work with you year-round on your books, your tax planning, and your financial questions. One flat hourly rate that never changes, so you always know where you stand.
- ✓01Monthly bookkeeping review
- ✓02Quarterly financial check-ins
- ✓03Year-end tax preparation
- ✓04Unlimited email access
The software I run on.
Twenty-two years in public accounting taught me which tools actually earn their keep. These are the ones your work runs through.
QuickBooks Enterprise
Your books live in the software most lenders, auditors, and accountants already know, so your records move cleanly wherever they need to go.
1099-ETC
Payroll reports and year-end forms prepared in dedicated software built for the job, not pieced together by hand.
Financial Cents
Workpapers, deadlines, time, and billing tracked in one place. Nothing sits forgotten, and your invoice always reflects the actual work.
Quicken Deluxe
Investment activity recorded and kept current through the year, so gains and losses are sorted out well before they are due.
Splashtop
Encrypted, permission-based access to your computer when it is easier for me to work in your system than for you to export and send files.
Not sure which one you need?
Tell me a bit about your situation and I'll point you in the right direction.
Get in touch