Services Provided

 

One on One Consultation

Want to start a business and unsure where

to begin? Already in business and feeling stuck? A customized two-hour consultation will answer all your questions and set you on a path for success.

Software Consulting

Assistance in selecting the correct Intuit QuickBooks software product, including conversions, upgrades, installation, setup, training, and troubleshooting. Ask about my QuickBooks Diagnostic! A customized review of your data file with specific recommendations to improve your work flow and record-keeping.

 

Accounting Cleanup & Maintenance

Complete financial oversight and management, including account reconciliation, financial statement preparation, payroll setup and preparation, accounts receivable and payables management.

Strategic Planning

Cashflow management, tax strategy, budget development and administration, periodic forecasting, cost reduction strategy and implementation, plus variance analysis.

Taxes

​Payroll and sales tax filing, annual tax return preparation for sole proprietors, LLCs, Partnerships and S Corps.

​​Monthly Retainer Packages

Customized to your individual needs

Workshops & Seminars

I am available to facilitate training workshops on QuickBooks, best practices and financial planning to both new startups and potential entrepreneurs.

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