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Accounting Services | Financial Statements | Tax Planning & Preparation | Accounting Software Selection & Implementation | Cash Flow & Budgeting Analysis | Management Advisory Services

I offer a wide range of services to my business and individual clients. My goal is to develop a close working relationship with my clients, assisting them in attaining their business and personal goals. In short, I am a “hands-on” CPA who would like clients to call me with questions so that we can develop solutions together.

Below is a general description of the services I provide. If you don’t see what you’re looking for, please give me a call.
 
Accounting Services
The most important service CPAs can provide to their clients is reliable financial information. Information about sales, expenses, accounts receivables and payables is vital to those who want to effectively manage their businesses.

I provide a full range of cost effective accounting services including the following:
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system development for new businesses
  • Business tax return preparation (Sales & Use/Business Property)

Financial Statements
I will assist you with the preparation of your financial statements in accordance with professional standards. Financial statements are an invaluable tool for management when making financial decisions. A common set of financial statements includes a balance sheet, income statement, and statement of cash flows.
 
Tax Planning & Preparation

Tax planning includes minimizing my clients’ tax liability through capitalizing on new tax laws and legislation. I spend a considerable amount of time monitoring these changes. Let’s meet so I can determine what may be applicable to you and your business.

Tax preparation services offered include the following:
  • Individual
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trust & gift
  • Taxing authority representation

Accounting Software Selection & Implementation
Due to the large number of accounting software packages available, selecting the best software for your business can be difficult. I have been exposed to most accounting software packages both through trade journals and actual use. Let me assist you in making an informed decision.
 
Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow management difficulties. I will evaluate your company’s financial condition and determine the amount of cash required to meet its obligations.

Proper planning prevents poor performance. Proper planning for a business includes preparing a budget in order to measure expectations versus reality.
 
Management Advisory Services

Accounting services, financial statements, and tax services tell you where you’ve been. But where do you want to go? I will assist you in developing long-term goals and specific strategies that will result in your company’s future growth and success.

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