accounting flow

I understand that the needs of each client are unique, and that the tax and accounting services that I provide must be relevant and accurate. I have a broad base of knowledge and solutions that will ensure your specific needs are met. I offer consulting services with many of today’s top selling accounting and finance software including QuickBooks. I pride myself on my technical ability.

My service begins by obtaining a thorough understanding of your operation, your plans, and your goals. I work closely with you to identify and satisfy your most critical business needs. My goal is to establish a long-term client relationship by providing as many, or as few services as you determine are necessary, to help you maximize your profits and meet your objectives.

I am committed to providing close, personal attention to my clients. I take pride in providing you with professional services that come from years of advanced training and technical experience. I invest substantial time and resources in professional continuing education, research services, and advance computer technology.

Below, I have listed few of the services that I offer to my clients. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service I provide, I would be more than happy to refer you to a qualified professional.


Information is power. The more information is available to the business owner, the more capable they will be at running their business effectively. One of the greatest mistakes made by owners of small businesses is not keeping good financial records and making improper or poor business decisions based on inadequate information. An accounting system that provides accurate and timely information can be the difference between a successful business venture and failure. I can help you set up an accounting system you need to manage effectively.

Here are few of the accounting services I offer:

  • Accounting system setup
  • Budget
  • Planning
  • Financial analysis
  • Asset management
  • Payroll services
  • Balance sheet analysis
  • Income statement analysis
  • Cash flow statement analysis
  • Management reports
  • Compiled financial statements


All businesses require some degree of bookkeeping services. Such services provide the basic accounting information needed to, for example, prepare income and payroll tax returns, manage operations, and obtain credit. When received timely, the services can contribute significantly to the efficient management of a business. Not only am I able to provide the business owners with accurate lists of cash resources, I can also assist them in maintaining inventory, collecting accounts receivable, paying accounts payable, and managing other revenue and expense accounts.

Here are few of the bookkeeping services I offer:

  • Monthly, quarterly, or annual recordkeeping
  • Chart of accounts set up
  • General ledger analysis
  • Cash controls
  • Accounts receivable
  • Inventory
  • Fixed assets
  • Accounts payable
  • Capital
  • Bank reconciliation


Strategic business planning will help you identify where your business is currently, where you want your business to be, and how to get where you want to be. I can help you realize your business goals. I can identify the key strengths and weakness of your business as well as the opportunities and threats your business may encounter in the near future. The road to business success has many turns and obstacles. I can help you to navigate through today’s complex business world. Whether you’re just starting your business or you’ve been in business for many years, my business consulting services can help you achieve business success.

Here are few of the consulting services I offer:

  • Business setup
  • Business planning
  • Financing
  • Marketing
  • Computer systems
  • Management services
  • QuickBooks consulting
  • Training services


I provide accurate, detailed, and timely recordkeeping for individuals and businesses. With information available throughout the year, you can take advantage of tax deductions and tax planning concepts that will reduce taxes for you or your business. I provide a full range of traditional and specialized tax services. Helping clients minimize their taxes is always the paramount goal.

Here are few of the tax services I offer:

  • Research
  • Planning
  • Preparation
  • Filing
  • Federal & State taxes
  • Income tax
  • Business tax
  • Sales tax
  • Payroll tax
  • Individual returns
  • Partnership returns
  • Corporation returns