Services
Accounting Services for Every Stage
of Your Business
From individual tax preparation to comprehensive small business consulting, we provide personalized financial services tailored to your unique needs.
Accounting
I provide expert full-service assistance for all your individual and business accounting needs. I will manage your entire bookkeeping process, including financial statements and posting accounts payable and accounts receivable.
What's Included
- Full-service bookkeeping
- Financial statement preparation
- Accounts payable & receivable
- General ledger management
- Monthly/quarterly financial reporting
Payroll
Payroll is a crucial component to every business. I will ensure all aspects of this process run smoothly so you can focus your time and energy on your most valuable assets: your employees.
What's Included
- Payroll check preparation & direct deposit
- Payroll tax transmittal
- Quarterly payroll reports
- W-2 preparation & filing
- Retirement plan contribution transmittal
Tax Preparation
No matter if you run a business or are looking for personal tax preparation, you can count on me to make tax season as painless as possible. I have a depth of knowledge regarding tax law and experience working with individuals, partnerships, corporations, and nonprofits.
What's Included
- Individual tax returns
- Partnership & corporate returns
- Nonprofit tax filing
- Gift & estate taxes
- Employee benefit plan returns
Compilations
Drafting financial statements for your business can be time-consuming, but it doesn't have to be. I work with my clients to consolidate their financial data in a clear, concise format in a timely manner.
What's Included
- Financial statement compilation
- Data consolidation & formatting
- Timely delivery
- Clear, concise reporting
Reviews & Audits
My accounting services include performing systematic reviews and audits for small businesses and nonprofit organizations, ensuring accuracy and compliance.
What's Included
- Systematic financial reviews
- Small business audits
- Nonprofit organization audits
- Compliance verification
Small Business Consulting
In many ways, I strive to be a one-stop shop for all my small business clients. Being a small business owner myself, I want to use my broad experience to help others succeed.
What's Included
- Business valuations
- Legal & regulation advice
- Financial statement analysis
- Fiscal decision-making guidance
- Goal setting & growth strategy
Ready to Take Control of Your Finances?
Schedule a free consultation and discover how personalized accounting services can give you peace of mind.