Services

Personal Financials

• Preparation of financial statements for individuals used by banks for

• loan approval

Personal Tax Preparation

• Preparation of tax returns for individuals, families, partnerships, trusts.

Budgets and Planning

• What are your family's dreams? To retire in abundance?

• To live on a lake? To start your own business?

• Every success begins with a plan.  Don’t go into another financial year

• without yours in place.

Tax Compliance / Consulting

• Assistance with tax collections, payments, and communication

• with the IRS.

• Make sure that your agreements are the best the IRS can offer and

• allow you to continue your financial life with less stress.

ERP Implementation

• Where are you with your Enterprise Resource Planning? 

Procure to Pay

• Complete flow from Purchasing Policies and Procedures through

• Receiving, Matching and Payables Disbursements.

Inventory Control

• As one of the largest assets on your balance sheet, control of inventory

• movement through the warehouse, costing and reporting can make

• or break a business. 

• Each arena of inventory takes careful consideration and planning. 

• Let me help reduce your inventory costs and eliminate loss of revenue

• from errors and losses.

Accounts Receivable

• Usually one of the top 3 assets your company owns, customer

• receivables is one of the most common areas of cash leakage.

• Accurate claims, collections and receivables maintenance can create

• a steady, reliable cash flow.

You are an expert in your field –

do you have to be an expert in accounting, too?

NO. 

Your accounting system should support you, not demand more of you.

There are only 2 reasons to keep books...

• To pay the right taxes

• To find the places in your business that need your attention

That’s all.  If you are spending time hunting for this information, let me help.  I understand the language of business and have the capacity to synthesize your data into just what you need to drive your business to the maximum profitability. 

Financial Statement Preparation

• I deem it very important to capture and properly categorize all financial

• transactions that affect my client's business on a monthly basis. Based

• on my review of these financial statements, I provide my clients both

• short and long term strategies. As a professional, I strive to convert

• the "financial numbers" into words.

Tax Controversy

• Representation for clients before the IRS or State, regarding appeals,

• examinations or collections.

Compiled/Reviewed Financials

• Your financial statements are compiled/reviewed by a CPA - Me! This

• is normally followed by an analysis of rations and trends that focus

• on bench marking the health of your business.

Business Plan Assistance

• Preparation of financial and business proposals for use in business

• plans for both new and existing businesses.