Part-time Outsourced Controller/Fractional CFO

From monthly/quarterly/annual financial statement preparation to daily interaction with your internal accounting team, I can assist with the full financial statement preparation or just components of the financial statement. Typical engagements would vary from 1 to 50 hours per month.

Tax Consulting & Compliance

From tax planning to tax projections to tax preparation – all of these are essential to the long-term and short-term success of the business and business owner. I work with small businesses consisting of partnerships, “S” corporations, “C” corporations as well as sole proprietors. I work closely with the individuals who own these businesses as well as other unrelated individuals who have their own tax consulting and compliance needs. Typical engagements could vary from 3 hours a year to 100 hours a year.

QuickBooks Consulting

Working with either the desktop or online platforms, I have worked with hundreds of companies and can assist with setup, trouble shooting, direct data entry, downloading data from external sources, preparation of meaningful financial statements to the creation of customized management reports, etc.