Services

 Accounting

  1. Accounts Payable & Receivable

  2. Bookkeeping

  3. Financial Statements

  4. Direct Deposit Payroll

  5. Payroll Taxes

Full service bookkeeper with multiple service points in between to fit the client’s needs.Also available to come to management/board meetings.


 Taxes

  1. Individual Tax Returns

  2. Business Tax Returns

  3. Non-Profit Returns

Strong believer that the majority of returns are simple. Don’t spend your time doing a return, let me get it done faster for you.


 Finance

  1. Cash Flow Management

  2. Capital Funds

  3. Personal Investments

Not sure if you have too much cash on hand? Wondering what to do with it? Looking to purchase new equipment? These are all cash management questions and I have a suite of tools to help.

Having trouble understanding your 401k or IRA options? Looking to start saving for a new house, car, boat, etc.? Let’s talk and see what your needs are. I have a strong network of people and will help point you in the right direction.


 Analysis

  1. Process Improvement

  2. Forecasting

  3. Digital Processes

  4. Strategic Planning

Business is built on knowing what is going on, what occurred in the past, and planning for the future. Strong attention to detail means I can look at a process and find ways to make it better. Master when it comes to using everyday tools like MS Excel to make business easier. Want to go digital – I have a built-in suite of programs that means you can send me receipts and voucher requests without the hassle of paperwork.


 Other

  1. Educational Consulting

  2. Square Register

Having spent 10+ years in higher education as a student and faculty member I know how to navigate the complex world of higher ed. Not sure what to major in? Concerned about getting done on time? Let me help you make sure you are on the right track! I have numerous resources I can refer you to for additional assistance.

Have set-up and used Square Register for a restaurant style business. Let’s see if it’s the right fit for your
business.

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