Client Services

My firm is not a typical CPA firm that provides a full range of services. My firm offers a limited range of services to business and individual clients. These services are limited to those areas where I can add value and make a positive difference. Being a small firm, I am able to offer my clients personalized quality service. Below, I have listed the services that I offer to my clients along with a brief description.

Please feel free to inquire about a service if you do not see it listed. If it is in an area where I feel you would be better served by another firm, I will refer you to a competent professional that I know will do a good job for you.

(Click Service Title For Details)

Consulting Services

Interim CFO/Controller

From time to time a company will either unexpectedly lose the services of a valued CFO/Controller, or because of company growth have a person in the lead financial management position that a company likes but who is unable to help them reach the next level in it's development. I have the CFO/Controller experience to fill this role for your company as needed, and I can help you fill this role permanently by screening prospective candidates. I can also mentor an employee who may be filling the role of an accounting supervisor or manager, and train them to be a forward thinking, proactive CFO/Controller, so that person will be a vital member of the senior leadership team.

Turnaround Planning

Sometimes companies, despite their best efforts, find themselves losing money and unable to turn things around. I can help your company identify where and/or why it is losing money, and work with you to put together a plan that will eliminate and/or minimize losses and maximize profits.

Business Consulting

I gain significant satisfaction from the personal and business successes of my clients. I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. I can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Business Entity Selection

Choosing the form of entity of your business (e.g. "C" corp, "S" corp, partnership, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. I can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. I will work with your attorney to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Tax Services

Tax Preparation

My investment in computerized tax preparation and research software enables me to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, and not-for-profit organizations.

IRS Representation

During my years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure my clients are being properly represented before the various federal, state, and local tax agencies.

Accounting Services


I view my role in the financial reporting process as an opportunity to provide timely and accurate financial statements for your company's decision makers. Compilations differ from reviews and audits as they are based upon information provided by the client and used primarily for internal use only as no assurance is expressed.

Financial Statement Design

If you want to know where your company is generating profits or losses, it is imperative that you have financial statements that are designed to give you detailed information, especially if your company is offering multiple products or services. I can work with your management team to design income statements that will tell you how much money your company is making or losing by customer by product (or service). 

Budget Development

A properly structured spending plan will enable your company to operate with a plan that can produce predictable results. Through the process of developing a spending plan, I can help you assess your company's likelihood of becoming or staying profitable, and developing the strategies that will enable you to bring about the needed changes or adjustments to achieve your company's profitability goals.

Other Services

QuickBooks Pro Advisor ®

I am a QuickBooks Pro Advisor ®. I can assist you in QuickBooks ® Setup, Training, and Reporting.