SERVICES

The foundation of my business is built on a service philosophy of frequent communication and a positive approach to providing practical, value-added accounting services to small businesses. I am committed to developing an in-depth understanding of my clients’ businesses so I can offer creative and effective financial solutions in a cost-effective manner.

In addition to general business consulting and outsourced accounting services, I offer two unique services: QuickBooks Pro Advisor and "CPA for a Day."

As a Certified Pro Advisor for QuickBooks, I help small businesses learn, use and customize QuickBooks for their unique needs. My services include software selection, implementation, training and on-going maintenance. I consult with my clients regularly concerning their technology needs and help manage their internal systems. I focus on helping my clients get the most out of their accounting software.

My "CPA for a Day" program makes it possible for my clients to obtain quality accounting support without having to hire a full time CPA. With this unique program, I come to your office on a regular basis to prepare and review financials, evaluate and review operational efficiency, develop and implement cash flow strategies, install and upgrade software packages, perform regular maintenance, answer questions, train staff, etc. The program is completely customizable to my clients’ needs and if questions or concerns arise between scheduled visits, I’m just a phone call away.

I believe offering personalized service makes the difference, so I have built my business and service philosophy around this mantra. I am committed to open and frequent communication to ensure any issues are quickly identified and resolved and deadlines are met with no last minute surprises.