Services cover these general categories.

Accounting and Bookkeeping Services

You run your business, manage your resources, write checks, and deposit receipts.  I take care of all the bookkeepping and accounting for you. This can optionally include preparing your payroll for you if you need that service.  Financial statements are prepared at the end of every month.


Financial Statement Preparation Services

You run your business and do your own bookkeeping.  When you need your financial statements compiled and prepared, either on a regular recurring basis or just occasionally, I am able to perform that service for you.


Personal Financial Statement Services

You are an individual and need a personal financial statement prepared. I am pleased to be able to provide that service.



Special Use Reporting Services

You need special use financial reports or analyses, for internal management purposes, for the bank, or for other reasons.  I am pleased to provide that service.


Audit and Review Engagements

You require an audit with a formal opinion on your financial statements. Or, you require a review type of engagement. I am pleased to be able to provide those services.  You may also find that you need an internal audit of your system of internal controls.  I was an internal audit manager for several years and continue to provide that service as well.

Depreciation Schedules

You need help maintaining a fixed asset ledger and depreciation schedules, and you want help with the depreciation schedule that gets attached to your tax return. I regularly provide these services to business clients.

Payroll Service

You want to outsource your payroll processing and let someone else worry about it.  You also want the peace of mind that comes with knowing that your payroll taxes are being paid accurately and on time.  I offer payroll services through the largest payroll company in America.