With a wealth of experience, I’ve helped thousands of clients create successful approaches to business, tax and accounting challenges with consulting that guides them through every phase of their professional and retirement journey.
Small Business Consulting
I love being there from the beginning of a small business, helping the owner chart a path that avoids all the typical missteps. My services includes all aspects of planning and strategizing and cover a host of operational questions, from the best software to use to how much of the day-to-day details you want to do yourself. Together, we can create an analysis of your business plan, start-up plan and financing and address other details like:
- Incorporating
- Licenses
- Compliance
- Accounting and tax strategies
Tax Preparation
I offer individuals, families and small businesses smart solutions and planning for all tax situations, including partnerships, S corporations and more. Let me unsnarl your tax mess!
Accounting
I’ll help you choose the best software for your needs and determine the best accounting cycle for your situation, whether you’re working with a partner, banker or investors or you’re doing it all yourself.
Bookkeeping
If the right software will provide the best solution, I’ll help you select one, or I can refer you to the perfect bookkeeper for your needs.
Payroll
I can find solutions to most payroll issues at the best price. I’ll help you determine the optimum approach for your business size and model or refer you to the provider who’s a perfect fit.
Real Estate
When it comes to investing in real estate, both residential and commercial, I love helping clients understand market cycles and strategies—when to buy and when to sell—as well as determining the best operational plan for their rentals.
Every real estate purchase requires accompanying accounting and tax strategies, and I’ll help you find the best plan for your circumstances and goals.
Investing
I look at investing from a tax perspective and help clients make sure they’re managing their after-tax strategies correctly to build their wealth. The more complex the investment, the more specific the reporting to the IRS needs to be. My consulting in this area includes:
- Retirement planning for all times of life, especially if adjusting to financial life with recently grown children or planning a new business after concluding a corporate career.
- Understanding broker statements, tax liabilities and strategies for estates, partnerships, limited partnerships, Schedule K-1, Form 1065, Form 1120S, S corps and more.
Controller Services
Why pay a CPA firm for services I provide at a fraction of the cost? I can take care of:
- Accounts payable
- Accounts receivable
- Cash flow management
- Inventory management
- Fixed assets usage/allocation
- Return on investments
- Return on equity
- Implementing payroll
- Workers’ compensation audit
- Employee benefits
- Budget strategy
- Strategic planning