Our Services
What’s Offered:
Bookkeeping Services
Bookkeeping services with a focus on service-oriented small businesses and real estate investors. These white-glove bookkeeping services include designing the chart of accounts to each individual business owner’s needs, financial education to help business owners interpret their own financial statements, and helping business owners implement unique tax strategies that are assigned by the business owner’s tax strategist/CPA.
Personal Finance Consulting
Financial consulting geared towards helping individuals organize their personal finances
Bookkeeping Consulting Services
Bookkeeping consulting services for individuals interested in self-managing their business’s books via Quickbooks Online
Tax Consulting Services
Often times CPA’s and other tax preparer’s don’t have the ability to set up systems to capture home office, vehicle, and other tax deductions throughout the year. With a tax background, I go one step beyond just capturing these deductions. I provide a constantly available resource to business owners to ask deduction-related questions that go above and beyond the typical scope of tax preparers.