The modern day CPA needs to provide more than tax and accounting services... they need to be a trusted adviser. I am a CPA whose mission statement is building 30 year relationships, not billing one time fees. I believe the un-billable hour matters the most. From tax compliance to bookkeeping, I am able to provide value added solutions to all of your tax and accounting issues.
I provide the following services to my clients:
• Income tax preparation & compliance
• Accounting and bookkeeping assistance
• Financial statement preparation
• Entity choice & business startup guidance
• QuickBooks online and desktop adviser
• Budgeting, forecasting, tax planning
• Payroll, sales tax, and 1099 preparation
I am fully registered with the IRS with my Preparer Tax ID Number (PTIN) and I am a registered e-file provider. Thus, I am able to e-file tax returns and you can rest assured that a CPA will be signing the tax return. Over my 12 years of experience with small, regional, and national accounting firms, I've prepared hundreds of tax returns (1120, 1120S, 1065, 1040, 706, etc.) While these tax returns are prepared once on an annual basis, I remain in touch with my clients throughout the year, keeping them up-to-date on tax reform, opportunities, and tax planning.
Furthermore, I am an expert in QuickBooks along with other accounting systems (Sage, AppFollio, etc.). I use modern tools, such as Zoom, which allow teleconferencing and screen sharing for anytime/anywhere meetings and discussions. I can help facilitated any bookkeeping questions you have...bank reconciliations, online bill pay, payroll, invoicing, and much more. Also, if I do not know the answer to your question, I have the tools to research your questions and will provide you with a timely response.
I also prepare financial statements for both personal and business clients. However, I like to provide my clients with more than a balance sheet and income statement. Financial statements can provide different key performance indicators (KPI's). These ratios help you better run your business through fluctuation analysis, gross profit analysis, current ratio, and accounts receivable vs accounts payable turnover (do you get paid slower than your vendors require you to pay them?). Compare these ratios against industry standards to find areas of weakness, peak sales timing, and much more.
I invite you to ask me any questions that you have. As mentioned, I believe the un-billable hour is the most important. Establishing a long-term win-win relationship with a trusted adviser is more important to me than my billable hours. I am enthusiastic about my career and I truly enjoy providing value to my clients. I look forward to working with you and all the opportunities that will follow!