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Practice Areas

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Tax Accountant & Advisory
Responsible for assisting clients and companies with their financial along with with income tax statements. Qualified and professional to research, study and interpret tax laws. My work includes preparing payments, identifying tax savings, and analyzing tax issues.
My services cover a range of accounting, reporting, transaction accounting, treasury, and corporate governance services that can make your business meet changing market conditions. Also,  meet demands for greater transparency and changing regulatory requirements. 

 

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Payroll Professional

Responsible for processing payroll, remitting payroll taxes and government reporting.

As well as preparing monthly, quarterly and year-end payroll statements.

With my payroll services I can help reduce the time spent on administration through developing and implementing a computerized payroll system. This will facilitate processing, timely payment and preparation of tax returns.

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Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability.

I can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. 

To a business entity, cash flow is something that can make or break the business' ability to survive. I can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in the structure of your business to be sure you are operating at an unsurpassed level.

With my help and directions, you will always be on top with your finances and ready for future growth with your business.

Accounting Assistance

Quickbooks can provide useful and timely information in the form of financial statement reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup, and use it properly.

I can assist you on using the program, but also help you to use it more efficiently and more effectively.

I can offer you the following solutions to assist you with your QuickBooks needs:

Personal Training- I can train you one one one or several employees within your company at your location.

Installation- I can install QuickBooks on your your stand alone computer or on your network system as a single or multi user mode.

Setup- I can assist new QuickBooks users with the initial setup including:

  •  EasyStep Interview

  •  Preferences

  •  Lists

  •  Customers

  •  Vendors

  •  Employees,

  •  Banking and Reports. 

I can help more experienced users with problems and lack of ability to generate and track information. 

Entity Selection
I will help you with one of the most important and complex decisions you as a business owner will make, the choice of entity. 
There are federal and state tax consequences of each type of entity. I will assist in all federal and state registrations also state fees associated with each entity. 

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. 

My accounting services maneuver you closer to these goals with accurate recordkeeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit sharing-plans.

 

These services include but are not limited to:

  • General ledger and financial statement preparation

  • Bookkeeping (monthly, quarterly, or annually)

  • Accounting system setup and support

  • Payroll processing

  • Cash flow budgeting and forecasting

  • Personal financial statements

  • Employee benefit and profit-sharing plans

  • Corporate tax planning and return preparation 

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