About
We work with individuals and businesses to help you simplify the process of dealing with your financial data in order to make sure you are in compliance with taxes, payments, reporting, filing, documentation and record keeping.
For our business clients, we help with the day to day operations of running your small business so that you have more time, better data and less stress. I have worked with and consulted numerous small business owners; helping them create better businesses with real-time data, cutting edge technology, strategies and free access to the support they need to make better, more informed decisions.
Details
Special tax situations
Employment status
Filing status
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Frequently asked questions
What is your typical process for working with a new customer?
I provide a free consultation in order meet with clients to understand more about their particular needs and/or struggles so that I can provide a customized solution or service.
What education and/or training do you have that relates to your work?
I have trained under some of the best in the business – from a former IRS Tax Attorney to Senior Tax Law Specialists to the CFO of a leading NFL franchise. I have been working in and with small businesses for my entire career. I love the small business sector as I see it as the lifeblood of our economy! Working with small businesses for over 25 years – I understand the struggles of the small business owner. I understand that it can sometimes feel a bit lonely and overwhelming. I created my company with the goal being to extend a helping hand to the small business owner that basically needs “a business owner’s best friend.” And that has become my motto and mission – to offer the trustworthy advice, support, help and honesty you need. What we do is more than just accounting.
Do you have a standard pricing system for your services? If so, please share the details here.
We strive to provide far more value than the cost of our services.
How did you get started in this business?
I have always had a passion for small businesses and I love helping the men and women who run them - those that have "laid it all on the line" to follow their dreams.