Not always!

It truly depends on the complexity of the project. The main benefit of working with a CPA is knowing the job was done right the first time, instead of calling in an expert later to clean things up. I’m happy to help set up the books and train your team to take over if that makes the most sense for you.

Significantly lower.

Having worked for a public accounting firm earlier in my career, I know how the big firms bill you at the partner hourly rate while their lower-paid staff actually do 95% the work. Not a bad business model. :) With me, you’ll be getting partner-level expertise at more reasonable rates.

Financial reporting is like my second language!

Balance sheets, income statements, budgets, variance reporting — I’ve spent the majority of my career preparing and interpreting financials. I can speak finance to your auditors, loan officers, or accounting team. I’m also expert at breaking down accounting concepts to non-finance people.

Nope!

One-time engagements will end once the project is complete to your satisfaction. Ongoing services will be considered month-to-month unless we agree otherwise.

While I can prepare your tax returns and help with straightforward strategic tax questions, I’ll happily refer you to another firm if your situation exceeds my expertise. Tax law is always changing, and while my tax software gets updated annually, for the most complex questions you really want to work with tax specialists.

Let’s talk. ;-)