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Small Business Accounting -
Reviews and Compilations: |
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I view my role in the financial reporting process as an
opportunity to provide constructive solutions
for maximizing your company’s profitability and
efficiency. I provide financial reporting on
both levels of assurance: |
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*Review – some analytical procedures conducted with limited
assurance. |
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*Compilation – based on client information; prepared for
both internal & |
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external use. |
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Tax Planning & Tax Return Preparation:
Tax planning and tax return preparation form a winning
combination for my successful individual and business
clients. Whether you are an individual, corporation, or a
multi-tiered partnership, I can develop tax strategies that
take advantage of new tax laws and legislation. |
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QuickBooks Training:
Being very proficient in the popular accounting software,
QuickBooks, adds an extra comfort level to many of my
clients. Small business owners continue to utilize
QuickBooks on a daily basis. The demand for a professional
who can train new users, especially in start up companies,
is a special value I bring to the table. |
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IRS Representation:
During my years of experience dealing with taxing
authorities, I have achieved a level of competence that can
ensure my clients they are being properly represented before
the various federal and state tax agencies. |
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Budgets, Financial Forecasts & Cash Flow
Projections:
Forecasting is a necessity when trying to effectively manage
and lead a business to profitability. From simple
projections to complex financial modeling, I can assist you
in achieving your company’s financial goals. |
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Retirement Planning:
Successful implementation and periodic review of your
financial plan will ensure financial independence during
your working years and through your retirement years. |
