We pride ourselves on offering a comprehensive suite of services designed to meet the unique needs of businesses and individuals alike. Explore our range of services, from meticulous bookkeeping to proactive tax strategies, all crafted to empower you with financial wellness and give you the freedom to focus on what truly matters.

The Basics

Bookkeeping, reconciliations, statement organization, and everything in between. Let me handle the day to day of your accounting.

Budget Planning

Create a plan that works for your business by considering your past and making big goals for your future.

Operational Reports

This is any type of report needed by the business owner. I can make that happen.

Consulting

Your financial reports hold plenty of information regarding the activities of your business. Let me help you make decisions by translating those reports.

Tax Liaison

Quit being the middle-man between your tax preparer and CFO. As a CPA that speaks 'tax' I can help simplify your tax filing process (even more).

Financial Health Check

Let's make sure you are not just making ends meet but strategizing ways to thrive in your finances, both professionally and personally.

Sales Tax

If your business is required to pay sales tax, you know how stressful it can be to manage the requirements of all 50 states - I got you.

1099 Management

Nearly every business works with contractors but not every business owners needs to manage their 1099s. Let me manage the W-9s and 1099s for you.