About
Are goal is to provide personalized expert service to all of our customers. Our services include bookkeeping, tax preparation and tax & business planning. We offer services at are office, virtual and limited onsite services for most of our services. We strive to building lasting relationships with our clients, many have been coming to us for over 10 years. Our CEO is a certified QuickBooks ProAdvisor working with Desktop and Online clients. In addition she is CTEC Registered Tax Preparer and an IRS AFTPS preparer. We have been voted Best of the Best Bookkeeper in Lincoln in 2016, 2017, 2018 & 2019. Find out why Intuit called us a Firm of the Future in May of 2017!
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Frequently asked questions
What is your typical process for working with a new customer?
We prefer to hold a preliminary interview with prospective clients by phone or in person. We want to make sure we are a good fit for the services they need.
What education and/or training do you have that relates to your work?
I have worked as a small business owner for over 30 + years. My years of experience with a variety of business helps me to provide first hand knowledge to help my clients succeed. I have used QuickBooks for accounting since the 1990's. I became a QuickBooks ProAdvisor in 2009 and continue to be certified every year.
I have worked as a professional tax preparer for over 10 years. I was the manager of large tax franchise branch for 3 years, before I started my own business. I have experience with personal, business, non-profit and estate tax returns. Find out why I ahve become a trusted advisor to my clients!