I assist individuals and families with everything from tax return preparation to retirement planning, using the experience I have accumulated over my years in business.
I work with small business owners in a variety of ways, from hands-on tasks like bookkeeping, billing, budgeting or serving as your outsourced/part-time Controller or CFO, to preparing your business tax returns, to more consultative type projects such as reviewing your accounting procedures, evaluating current or potential staff, or an overall review of your business.
I work with individuals and small businesses to make sure their income tax filings are timely and correct. Whether it’s a personal or business return, or both, or whether you need help in determining the type of return you need to file, I’m ready.
If your business uses QuickBooks, or even some other accounting package, I can be of service in a variety of ways. I have used various versions of QuickBooks over the years, but I’ve also used or reviewed a number of other accounting packages throughout my career.
I am a Florida-licensed CPA with a wide variety of business and accounting experience, spanning a career of more than 30 years. With various sized CPA firms, I have served individuals, small businesses, and middle market businesses. I have also held a variety of management positions in human resources and recruiting, operations, and controllership. With this broad base of knowledge, I am uniquely qualified to help you with much more than just preparing your tax return.
I can provide the services that most accountants offer. I also have the flexibility to work “in house.” I want to assist small business owners who need help with a variety of tasks, either on a periodic or one-time basis, that probably don’t require full time employees to attend to them. Those tasks are consuming those business owners’ valuable time. It is very easy to fall into the mindset of saving some money by doing it yourself, but all of those projects take time away from generating revenue, growing the business and having a life. It’s a concept called, “opportunity cost,” which simply translates to “save a little to lose a lot.”
I will look out for your best interests and I will work closely with you to determine what your needs are and how I can help you meet them. We will come to terms that are fair to us both and I will do my best to provide you with a high level of service. My sincerest hope is that we might become friends through the process of working together and when that happens, I will know that I have been successful.