Tax Income Reports
Tax Preparation and Strategic Planning

Tax returns are due once a year, however, to ensure you are paying the minimum amount of taxes you are legally required to pay, strategic planning is necessary.  Proactive communication throughout the year will assist you in making the best decisions.  Every business' planning needs are different.  Identifying those needs is part of the planning process.

CFO & Controller Outsourcing

All businesses regardless of size can benefit by working with a high-level financial professional.  These outsourcing services are tailored to meet your specific requirements.  They can be structured as an ongoing relationship to prepare a monthly financial package or to assist with project such as budgeting, debt restructuring negotiations.


Bookkeeping involves recording the financial transactions for your business.  It is the basis for your financial data.  Without a strong accurate foundation any financial reporting based on your bookkeeping would not be representative of your activity.  I will work with you to find the best solution to meet your company's needs whether it be from managing your existing bookkeeper to implementing a new system.

Business Meeting
Advisory Services

Businesses are more successful when they have access to comprehensive advisory services.  Companies need assistance with entity selection.  This is also something that should be reviewed as the company grows.  Similar to entity selection, as a company grows their software needs can change.  Software selection and implementation is key to a basis of a good accounting system.  These services can be structured to meet your needs.


The role of a CPA is to assemble financial data from your records and present it in the form of a financial statement.  In this service, an opinion is not expressed or no assurance is provided regarding the accuracy or validity of the financial information being presented.  Often these reports are used to assist companies in meeting bank covenants.


Business valuations are required for many reasons including buy/sell agreements, estate planning, gifting, marriage dissolution.  I am a Certified Valuation Analyst (CVA) by the National Association of Certified Valuators and Analysts (NACVA).  I take into consideration all aspects of the subject company and provide insight and weigh the underlying components of value to provide a thorough report.