About
I love accounting and tax services because the provide me with the opportunity to positively impact businesses directly. Additionally, they provide me with the opportunity to meet and work with different people/business leaders from different backgrounds. Finally, it allows me to put my expertise to work in so many ways. My true passion is helping businesses attain their objectives in my area of expertise.
I am a very dedicated and detailed CPA who loves working on projects that require a high level of details. I have a Bachelor’s in international business with an emphasis in accounting and a Master of science in Accounting. As an auditor, I performed various types of audits, including financial statement audits for corporate, non-for-profit, governmental entities. Since I worked for a CPA firm, I also worked as a tax preparer. I have experience planning, preparing, filing 1120, 1065, 1040, 990, and 1041. Moreover, I have extensive knowledge in both corporate, not for profit and governmental accounting. Most importantly, I have a great understanding of the US GAAP and US tax laws. As a result, I can provide excellent services in both accounting and taxes. If you would like to be in a good hand, please contact me.
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Lany B.
Frequently asked questions
What is your typical process for working with a new customer?
once a new customer accepts my proposal, the customer and I set up some time to discuss the details of the work, documents needed, including deadline for work completion.
What education and/or training do you have that relates to your work?
I am a very dedicated and detailed CPA who loves working on projects that require a high level of details. I have a Bachelor’s in international business with an emphasis in accounting and a Master of science in Accounting. I have experience in the following areas:
-Financial statements audit
-Business and individual tax preparation and filing
-Accounting and Financial statement preparation
-Payroll set up and processing
-General business advisory
How did you get started in this business?
I started my CPA firm to help individuals and small business owners who cannot afford your typical CPA. Based on accounting, audit, accounting, and tax background, I believe I can provide quality CPA services for reasonable fees.
What types of customers have you worked with?
I work with individuals and small businesses (1-10 employees)
Describe a recent event you are fond of.
Recently, Lady (new business owner) desperately came to me after being taken advantage by an online accountant platform. She paid $1,300 and those acccount did provide her any service. When she reached out to help out with her accounting, she was already 5 month behind in books. I was to gather all the information I need from her and brought her books up-to-date and resolved her sales tax delinquency with her state. Now all accounts are reconciled and all set for 2020 tax return.
What advice would you give a customer looking to hire a pro in your area of expertise?
When hire a pro, it is really important for the custmoer to do her/his due diligence by researching the pro and verify her/his credentials. For, example, if someone says he/she is a CPA, the customer needs to request proof of license.
What questions should customers think through before talking to pros about their needs?
The customer should be detailed in terms the type of service the custmor needs. Ask as many questiions as possible to get an understanding of what the pro is expecting of the custmor and what the customer is expecting of the Pro. This is done so to avoid any confusion in the process of performing the requesting service.