
I provide services to individuals, small businesses and municipalities. Services include:
- Federal and State income tax preparation and planning for individuals and corporations
- Monthly review of your accounting including: reconciliation of bank accounts, accounts receivable, accounts payables and inventory; income and expense classifications, balance sheet accounts, etc.
- Reporting systems and internal controls
- Cash flow projections
- Budget management
- QuickBooks set up and consulting
- Track fixed assets and calculate depreciation
- Prepare monthly financial reports and performance indicators to help your assess the health of your business
- Assistance with bank loans and business plans
- Act as an interim controller or finance director
- Work with businesses, nonprofits and municipalities to “clean up” their books prior to the audit of their financial statements