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.
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.
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.
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.
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.
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.