Business Advising

Entrepreneurs often struggle with a significant number of competing objectives. As a business advisor, I assist in managing growth, profitability, cash flows, accounting systems, and compliance. Whether your goal is to improve your strategic position, manage the annual budget, identify future cash-flow requirements, or create a tax plan, we can create a partnership that will build financial confidence.

Tax Preparation Services

Competent and affordable tax preparation is only part of your annual needs. Despite the significant number of tax preparation services readily available, I retain a significant number of clients annually. I believe in an individualized and collaborative process, the use of technology to create an easy communication plan, and personal availability outside of the traditional tax season.

Non-Profit Support Services

Financial expertise is often difficult for resource-strapped organizations to procure. These organizations provide critical services to our community through philanthropic and grant-funded efforts, which are often some of the most difficult types of funds to administer. I have been an auditor, controller, and chief financial officer for many types of non-profit organizations. I provide fractional CFO services, annual audit support, tax preparation services, and grant supportive services.

Financial Audit Services

(Non-Profit Organizations Only)

Ensure the integrity and transparency of your non-profit organization's financial reporting with a comprehensive financial statement audit. Contact us today to learn more about our audit services and how we can help support your organization's mission.