What we do
Past
Tax & Attestation
Partner with an experienced CPA to navigate tax season, and rest assured your individual and small business tax returns will be done quickly and accurately.
Need a CPA to clean up your books or review your existing financials to secure that small business loan? I’d love to help with that!
Present
Accounting & Controllership
A successful business requires access to real-time snapshots of its financial performance. Our ongoing relationship will afford you the peace of mind that your books are done right the first time by an expert who understands your business. We’ll also build out your policies and procedures, drawing on 20 years’ knowledge of the corporate world’s best practices.
Future
Budgeting & Business Strategy
Armed with a clear picture of where your company has been, let’s maximize the returns on all the time, effort, and dollars you’ve invested. This starts with creating realistic budgets and cash flow projections for the coming year, and further encompasses 5-year outlooks for long-term optimization and growth.