My goal is to be a partner with my clients for tax planning and business development. I work with individuals with unique situations like owing back taxes and business owners that can't afford a full time accountant. Many of the small business owners I like to work with are specialists in their business activity, and savvy enough to realize that accounting is not their strength so why waste their valuable time and effort for wrong results. You didn't start a business seeking independence and flexibility only to spend hours on their books. Let me do that part, let me be your sounding board, and if you need, let me introduce you to bankers...

My passion is to effectively help individuals and businesses save time and money by providing professional, affordable services. These services include but are not limited to: Tax preparation; tax planning; book keeping; payroll; virtual Controller/CFO Education: Masters Degree in Accounting w/ Tax specialization

Our clients always come first.

We are dedicated to providing expert financial services tailored to meet your unique needs. With a skilled team of five professionals, we specialize in accounting, account reconciliation, and financial reporting experience across multiple accounting systems. Our commitment is to deliver personalized and precise financial guidance, empowering you to make informed decisions and achieve your financial goals. Trust us to be your partner in navigating the complexities of financial management with expertise and integrity.

A financial consulting firm with experience in Quickbooks implementations and a Certified Public Accountant with 24+ years of experience in the Oil and Gas, Healthcare, Pharmaceuticals, and other service industries. Special skills in process improvements, process automation, data extraction, and ERP system conversions. Solid record of accomplishment and experience in: supervising all functions of accounting, including financial statement preparation and consolidation, billing and settlements, variance investigation, and internal auditing and controls. Demonstrated success developing unique management reports for maximum bottom line impact. W...

We specialize in tax planning, preparation, and advisory services for small and medium-sized businesses, entrepreneurs, professional service organizations, and individuals. We help you make informed business and financial decisions. We put your interests first. We work with you one-on-one so that you can bring your concerns directly to us. We strive to be the only point of contact you need. We take time to talk with you, learn about your industry or profession, and address your questions or concerns. You will have confidence knowing that we understand your situation and what you want to achieve....

Client-focused and supportive. Over 25 years of high quality accounting, business advisory and tax preparation services. I work to identify opportunities to make the business work better and to save operational costs. Getting to know the client's wants, needs and hot buttons to make their business life more productive, enjoyable and relevant to their own customers.

We provide an elevated customer experience. We do more than bookkeeping, we provide an in-depth look at your revenue, spending and profitability. We make sure we get to know you and your business so that we can provide specific advice for growing your business. In other words, we help your budding business to Bloom! I'm a self-proclaimed numbers and spreadsheets geek. I love taking a bunch of numbers and making them meaningful to a client. It makes me happy when my clients finally feel the relief of knowing where their business dtands from a financial perspective. I enjoy showing clients how good it feels to look at their financials proactiv...