Business Consulting – Includes reviewing your books and records periodically (monthly, quarterly, etc.), identifying questions in a timelier fashion than just seeing them once a year, as well as identifying areas for closer review, such as gross profit percentage, increasing administrative and overhead costs, etc. In addition, being involved with analyzing financing options for new equipment purchases, cash flow analysis, and similar conversations provides a perspective from outside the business which can be valuable.

Tax Preparation – Preparation of your corporate or partnership tax returns.

Accounting Support – Providing QuickBooks support, ranging from answering “how do I” questions when they arise, to filling in for your internal accounting staff during vacations, medical leaves, etc. Use another accounting package? I can work with that too.


Whether you are a business owner or just someone who wants the peace of mind that the person doing your return does this for a living year-round and keeps up with tax law changes and new developments as they arise, you know that you will be working with the person who will prepare your return from start to finish, not just review it before it goes out the door.