About
We provide personalized business and accounting services to small to medium-sized businesses and two individuals. We provide recommendations to help businesses and individuals might manage their finances more successfully. We proactively provide information that clients may not have signed up for but we see that they will need the information to be successful. We are professional but friendly to each and every customer!
I have been working in the business and Consumer Finance, accounting, and tax environment for over 40 years and have worked with world-class companies in both the corporate and Consulting environments. I have leveraged my degree in Business Administration and my MBA as well as my CPA license to help organizations and individuals to achieve their goals and objectives. I love the work that I do and I am very motivated to help businesses and individuals achieve their goals and objectives.
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Kevin
Frequently asked questions
What is your typical process for working with a new customer?
We typically would spend about a half hour interviewing a business has a customers to understand what their needs are and to hone into the critical goals and objectives that they have in hiring us. Then we will spend some time in going over there business or personal history that allows us to get a more robust view of where they are and where they planning to go. Based on that and what their expressed needs are we word take the information and prepare a high-level summary of our understanding of their goals and objectives and the reason that they are looking for our services. Following that we will present them with a recommendation as to how we can work through their solution.