SERVICES

I specialize in working with businesses and sole proprietors in a variety of industries. I also enjoy consulting with families and individuals on their personal finances.

ACCOUNTING:

Drawing on 20 years of professional experience, my know-how includes preparing financial statements and reports, assembling year-end records for your CPA, reviewing budgets and balance sheets, and analyzing your overall financial well being.

BOOKKEEPING:

Whether weekly, monthly or quarterly, I can track your payables and receivables, process payroll, reconcile statements, pay bills—and in general, make your life easier.

BUSINESS TAXES:

This includes state, county and city tax requirements.

PAYROLL & RELATED TAXES:

For my business clients with employees, I make sure all payroll tax requirements are met.

BUSINESS CONSULTING:

Whether you’re a startup that needs to set up your books, or you’re an established business looking for advice on budgeting an office move or handling an employee issue—I can help.

CERTIFIED QUICKBOOKS® PROADVISOR®:

From initial QuickBooks setup to training and troubleshooting, I’m at your service.
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XERO CERTIFIED ADVISOR:

I offer comprehensive training and support on Xero’s cloud-based accounting software.

TSHEETS CERTIFIED PRO:

If your business is struggling to track employee time, I can get you going with this cloud-based software, which integrates nicely with QuickBooks and Xero.
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