About
Are you overwhelmed with building your business?
You may need a financial guide. Someone you can also call when a money-related decision comes up and you’re not sure what to do. An accountant that’s in it with you for the long haul.
My clients tell me one reason they like me is I get straight to the point. I’m the accountant who listens well and answers honestly.
They also appreciate my financial savvy:
- 35+ years of experience
- BS in Accounting with expertise in taxes
- Specialties in service industries including medical, dental, travel, and construction
- Knowledge of small business bookkeeping needs and up-to-date competency in business guidelines
Whether you need a start-from-scratch set up of your chart of accounts, guidelines, and other financial records or an overhaul of the inefficient system you’re using, help is available.
We’ll put together a package that’s right for your needs.
Integrity. Service. Value.
I love helping those that may not know where to start or how to proceed. Once I know what their goals are for their buisness, we make a plan together. That look of "stress relief" on my clients face means the world to me.
Reviews
Katie S.
Frequently asked questions
What is your typical process for working with a new customer?
Discovery call
Review of needs
Proposal
What education and/or training do you have that relates to your work?
BS Accounting
Previous work in Public Accounting
Authorized by the IRS to do taxes
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing depends on needs and complexity.
How did you get started in this business?
After working in private and public accounting, I saw a need for financial guidance for small growing businesses that only need part time help.
What types of customers have you worked with?
Chiropractors
Construction
Dentists
Professional Services
Property Management
Real Estate
Describe a recent event you are fond of.
Helping clients decide if the PPP or EIDL was best suited for their particular cash flow needs.
What advice would you give a customer looking to hire a pro in your area of expertise?
Check education and experience.
Being able to operate software does not equate to an understanding of accounting, and best practices.
What questions should customers think through before talking to pros about their needs?
What problem am I trying to solve right now?
Where do I want to take my business in the next 1-3 years?
Would I like to pay the minimum taxes required by law?