I am a CPA with over 20 years of experience in accounting and taxes. My firm specializes in helping small to mid-sized companies improve their cash flow, improve their bottom line and decrease their tax obligations. There are many tools used by larger companies that can be used by small companies as well.
Our practice is centered on helping small businesses succeed. This often spreads to helping business owners manage their personal financial affairs and assist with tax planning and preparation.
I am also a real estate investor that encourages my clients to own real estate. Real estate ownership can provide many tax advantages. I also caution investors to seek appropriate advice and teach them what it means to be a landlord along with the benefits and disadvantages that come from leasing real estate.
You can also find me on Biznik at Biznik Profile
or on Linkedin at Linked-in Profile
I began my accounting career with a painting contractor as their full-charge bookkeeper. The job was challenging from the start because some of the original records were destroyed or lost. The company did not have a system in place to understand how profitable jobs were. When I left the company not only did they understand how profitable their jobs were, but they had tools in place to improve their job estimating.
Much of my experience has been in construction related fields, manufacturing, retail and service. I have also worked in several different areas of financial responsibility from full charge bookkeeping to controller.
Our firm has over five years of experience working with a wide variety of clients. Industries served include construction, equipment rental, professional services, retail, wholesale, distribution, manufacturing, restaurant and property management.
Tax Accounting:Multistate income tax, sales tax & property tax Tax planning to maximize you tax deductions and credits Review necessity of filing tax returns for multiple states
Tax planning is an important part of what I do for my clients. When the year is done it is often to late to choose a more tax advantageous of handling a transaction.
Financial Accounting:Financial statement preparation and review Cash, Accrual, Tax and other basis accounting statements Cash and other general ledger reconciliations Payroll services Payroll Reporting, W-2s
Its important for business owners to understand there financial statements, I take the time to help them and also will take the time to build reports that provide necessary and timely information that cis useful for decision making.
Cost Accounting:Budget preparation breakeven analysis Make or buy decisions Budget to actual variance analysis Capital Budget decisions
Understanding the cost structure of your business is critical for the long term growth of your business.
Consulting:Accounting process improvement Assist in small business loan application Assist in choosing an accounting software Real estate investing
TrainingQuickBooks training & Setup Spreadsheet creation
We can also help with many other areas of your business. I have many experts in a number of fields that I associate with to provide you with the help you need.
Real Estate InvestingLooking to purchase single and multifamily residential properties that make cash fflow sense Will consider business opportunities and small commercial properties Looking for office / retail space
CPA specializing in helping small business's succeed. There are many ways to improve cash flow and manage taxes. I have both practical experience and actively remain current on new regulations.