I love helping people understand their financial situation through proper accounting and tax preparation
I approach all situations with the heart of a teacher willing to answer all your questions so that you can make better financial decisions with all the facts
Excellent job on doing taxes and counseling on money issues.
Conduct initial meeting to see if we're a good fit. If we're a good fit then we onboard the customer and provide an engagement letter detailing services to be rendered and applicable fee. Gather customer documents in a secure cloud environment. Perform services. Schedule a meeting with client to present work and deliverables. Provide detailed analysis and strategize with customer regarding books, taxes and future cash flow. Receive payment. Thank customer for business and ask for a review.
Masters in Business for Veterans
Master of Accountancy
Bachelors of Science in Nuclear Engineering Technology
Fees start at $250 and then increase based on complexity of tax return.
Accounting and Bookkeeping services are provided on a monthly recurring basis and the fee starts at $300 per month. This price includes the business tax return in the following year as long as the client has been a customer for the entire year. If a client comes onboard mid-year or later a prorated catch-up fee will apply to bring the books current. This fee is a flat fee of $1800.
I volunteered for an IRS program called Volunteer Income Tax Assistance (VITA) while serving in the United States Navy. This set the stage and desire to continue into the accounting and tax preparation industry after I completed my military service. During the last couple of years while still on active duty military service I layed out my business plan, went through the requisite training to become a California Tax Education Council Registered Tax Preparer. After my first couple of years in preparing taxes I began receiving more requests to perform more accounting and bookkeeping services so then I decided to pursue advanced education by completing a Master of Accountacy and then immediately after that I completed the Masters in Business for Veterans from the University of Souther California Marshall School of Business. These advanced degrees helped propel my business forward and now I'm focussed on growing my business.
I've worked with the following types of individuals
-Barbers and Beauticians
-Personal Financial Advisors
Businesses I have experience working with and managing their financials in Quickbooks Online are:
-Personal Financial Advisor independent contractors
-Consulting services business
All businesses should be vetted and ask to see current business license as well as their recent continuing education for their chose profession.
Are you registered with your state to perform the services you sell?
Are you current with your continuing education withing your industry field?
What professional certifications do you have related to your industry?