Accounting & Tax Services

Tax Services

Looking for someone to prepare your taxes and answer tax questions, give me a call.  I’ve prepared tax returns for over 15 years- from personal returns to corporations and non-profits.  Your success is my goal!

Full Charge Bookkeeping

Whether you’re looking for someone to perform a monthly reconciliation or someone to take over your entire accounting department, I’m ready to jump in and help.  Let me take away the stress of maintaining your books, you focus on running your business.  No task too big or too small.

QuickBooks Cleanup

We’ve all been there- looking at your profit and loss or balance sheet and wondering if there’s supposed to be negative numbers? Do I really have $100,000 in the bank?  You know the numbers are wrong, but aren’t sure how to fix things.  That’s where I come in.  Let me put the pieces of the puzzle together.  Where you see hours of hard work and frustration, I see a fun project.

Audit Preparation for Non-profit Organizations

For over 15 years I have performed financial statement audits for various non-profit organizations.  In that time, the audit standards have change repeatedly.  Auditors now expect organizations big and small to have prepared work papers for balance sheet accounts that tie to the trial balance.  I understand that not all organizations have the staff available or the time to prepare the required spreadsheets.    I can help prepare your organization for your financial statement audit by either preparing the needed work papers or reviewing the work papers your staff produces.

Auditing firms are also now expecting organizations to have their financial statements and notes prepared prior to their arrival.  I understand that not all organizations have the staff or the ability to prepare a complete set of financials for the audit, but I do!  Take the pressure and stress off of your staff and have me prepare the financial statements or review those your staff has prepared.  Let’s work together to help reduce potential audit and management letter findings.

Take the first step- Contact me today.