About
On site service. Actual first hand physical experience in construction, farming, retail, equine sports business and manufacturing in addition to serving a wide range of accounting and tax clients from import export brokerage to alternative energy start ups.
Being on a variety of client sites and getting to know their business.
Highlights
Reviews
Diane W.
Frequently asked questions
What is your typical process for working with a new client?
First contact can be either phone, email, or on site meeting. I like to find out what the client expects me to do. What is their concern. Then in many cases I can also educate or inform them of other areas that they need to consider. We go from there.
What education and/or training do you have that relates to your work?
Well, I am a CPA, but more than that, I bring practical experience. I worked for Xerox Corporation right out of high school refurbishing copier machines and I ran for Shop Steward for the local union on a totally merit system/work ethic platform opposing seniority based system for advancement. Lost by 3 votes. After the plant closed, I opted for college and paid my way through by painting a hanging wallpaper. After graduation I was hired by KPMG, a Big Six accounting firm in D.C. in 1989. Started my own Firm in 1995 in Leesburg. I have bred and raised racehorses, currently raise beef cattle and try to keep my bees at home! I was raised in a family retail business where everyone from my grandparents to myself other siblings had various duties. I believe strongly in the virtues of self employment and self sufficiency.
Do you have a standard pricing system? If so, please share the details here.
Consultation and bookkeeping by the hour or monthly fee.
Tax preparation a mix of per form and time.
Annual bookkeeping and tax package prices available.
How did you get started?
I am a very proud native 7th generation Northern Virginian. But I had to get out of there!! After working for KPMG Peat Marwick at 20th and M in D.C., and Panel Kerr Forster in Alexandria, I decided in 1995 I had to get outside the captial beltway. I started an office in Leesburg in the fall of 1995. Bought a farm in Culpeper in 1999 and totally moved operations to that homestead by 2012.
What types of customers have you worked with?
Government Contractors, Home Builders, Excavators, Farmers, Electricians, Plumbers, Carpenters, Import Export Brokers, Wind Farm Developers, Renewable Energy Contractors, Aviation, Telecommunications Analysts/Consultants, Health Care Consultants, Dentists, Doctors, Real Estate Agents, Wineries, Restaurants, Home Owner's Associations, Land Developers, Thoroughbred Trainers and Breeders, Cosmotologists.
Describe a recent event you are fond of.
Getting my client a little over 80k back on workers comp premiums due to over billing by insurance company.
Taking the grandkids through the woods down to the creek to swim and build a dam.