About
Nationwide Small & Medium Business Specialist...LLC/S-Corp/C-Corp
Business Owner Tax Planning, Savings & Implementation, Legal Entity Structure Analysis, Retirement, Insurance, Loopholes, Tax Cuts & Jobs Act Updates, Niche Specific Strategies
Experienced in business organizations spanning several industries. Ability to successfully manage finances, accounting and tax matters virtually for clients with businesses spanning several states.
Leverage demonstrated experience in accounting, administration, cash management, financial analysis, forecasting, operations analysis, and management reporting to drive improvements in operations and processes. Proven ability to exceed goals.
Let me take care of the financial details so you can focus on the bigger picture.
As a small business owner you are an expert in your business, and often not an accounting and tax expert. I specialize in being your accounting and tax partner and take care of the financial details so you can tend to your business.
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Reviews
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Richard H.
Richard H.
Frequently asked questions
What is your typical process for working with a new customer?
Business and Personal Discovery Call
Zoom Meeting Strategy Session
What education and/or training do you have that relates to your work?
B.S. Accounting and Business 1986
Enrolled Agent License
Real Estate License
Notary Public
Quickbooks Diamond Certified since 1991