Personalized Support
Financial Services
Prior to starting my own practice, I worked in public accounting for five years performing tax, audit and forensic services with a focus on small to mid-sized companies. I then spent the next decade working for large, multinational corporations in both internal audit and finance roles.
Bookkeeping Services

Accounts Receivable

Accounts Payable

Payroll

Reconciliations

Reporting
Money Management
Bill Pay and Account Reconciliation
I work with you ensure that all of your bills are paid on time, whether you prefer to make payments with handwritten checks or pay electronically.
Filing Systems
Together, we will develop a filing system that keeps you organized and eliminates the stacks of documents that can quickly pile up.
Budget Development and Tracking
I analyze your current spending habits to better understand where opportunities exist to save money and create a budget that is manageable and realistic.
Tax Organization
I work with you to gather all required documentation that your accountant will need to complete your taxes.
Negotiating with Creditors
I gain a full understanding of your debt and develop a plan with you and your creditors to obtain the most favorable repayment plans so you can get back on track to financial stability.
Consulting
Analysis and Opportunity Identification
I take the time to listen to my clients to gain a full understanding of their current situation and the challenges experienced. Then I dig in to complete a full diagnostic review of their accounting to determine where opportunities exist to eliminate wasteful and/or redundant activities and to implement value-add activities.
Process and Control Enhancement
As small businesses grow, attention tends to be focused on sales, client relationship management and staffing. I help reduce the time and effort required to train new staff and ensure that your business doesn’t miss a beat should there be any turnover.
Strategic Partnering
Whether managing a small business or your family’s finances, there are many services that must be considered – banking, insurance, healthcare, real estate transactions, remodeling, college savings, and retirement, to name a few. Life’s big decisions are accomplished by taking small steps and getting the right help at the right time.