Client Services

My firm offers a wide range of services to both my individual and business clients. Because my firm is relatively small, my clients benefit from personalized, quality service.

Services I offer include, but are not limited to:

Accounting Services

  • Audits, Reviews, and Compilations- My job in the financial reporting process is to find solutions which will maximize your company's efficiency and profitability.
    My office offers reporting on all levels of assurance:
    Audit- The highest level of assurance in a thorough examination
    Review- Some analytical procedures which provide limited assurance
    Compilation- Most helpful for internal use. Based on information provided by the client
  • Bookkeeping/Write-Up- By keeping well organized financial records, your business will run more efficiently day-to-day. My staff will help you keep more meaningful records to form the basis of a successful business.
  • Financial Statements- All financial statements prepared by me will conform to all professional standards and express no opinion or assurance on the information used to form them. These forms are useful in managing and making financial decisions.
  • Cash Flow & Budgeting Analysis- Cash flow problems occur, even for the most profitable businesses, and my office can help you forecast and plan for the future. I will evaluate your company's financial condition and track cash flow to create an estimate for your financing requirements.

Tax Services

  • Tax Planning and Preparation- From individuals to multi-tiered partnerships and everything in between, I can develop tax strategies that utilize new tax law and legislation to your advantage. This winning combination of planning and preparation will help you or your business get ahead.
  • Payroll Services- As a business grows, it must hire more employees. An increased number of employees means increased payroll administration. I will assist in creating and implementing a payroll system that meets the individual needs of your business. You will come away with an efficient, reliable, and effective system; we can also prepare your payroll tax returns.

Consulting Services

  • Consulting Services- The value of my services is based on the success of my clients. I can act as a sounding board for management decisions but am also capable of providing flexible strategies that take into account all aspects of your business. My goal is to help identify roadblocks to the growth and success of your business and provide practical, effective solutions.


  • Complimentary Initial Consultation- I offer all potential clients a free initial consultation, because getting to know, your financial adviser is essential to your success. Come meet with me, one-on-one, to see is my office is right for you