About My Practice

8.10.16

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