If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  My firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.


If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

  • Balance Sheets
  • Income Statements
  • Statement of Cash Flows
  • Trend Analysis
  • Budget and Forecast to actual Analysis
  • Balance Sheet Reconciliations that include bank Reconciliations
  • Accounts Receivable
  • Accounts Payable
  • Credit Card Reconciliation
  • QuickBooks/Peachtree Set Up & Management
  • General Ledger

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Business Consulting

As a true business partner, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or remaking your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.

Support through all growth cycles

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Business start up consulting

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Due Diligence Accounting Support

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, our firm can provide accounting support and successful interaction with the Business Broker and the acquiring due diligence groups involved in the transition that provide transaction advisory services and support other due diligence procedures.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. I am ready to provide this type of financial analysis to support the continue prosperity of your business.

Financial Statement and system data extraction and review.

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Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. I  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

Full Preparation

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

  • Back Taxes
  • IRS Notices and Problems
  • Amended Tax Returns
  • Extensions

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. My payroll services professionals are well versed on these laws and regulations. I can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

Payroll tax returns.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Sales and use tax return preparation and filing.

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Tax Preparation

Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

  • Individual 1040 tax return preparation
  • 1120C, and 1120S corporate, 1065, and sole proprietor tax returns
  • Small business tax returns
  • Multi-State returns


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Call today to schedule an appointment!