From Confusion to Clarity—Accounting That Supports Your Growing Business

I'm passionate about helping entrepreneurs, small businesses, and contractors take control of their finances. Whether it’s bookkeeping, tax preparation, or strategic planning, I'm here to make your financial journey easier, more transparent, and stress-free.

As a small business owner or contractor, you already have enough on your plate. That’s why I take a personalized approach, tailoring solutions to meet your unique needs. Together, we’ll tackle financial challenges and create a plan that empowers you to focus on what you do best—growing your business.

Services

10 Core Services Designed to Meet Your Needs

Payroll Processing

Payroll processing done through a third-party provider (such as ADP) to ensure your team is paid accurately and on time, while you stay fully compliant.

Sales Tax Filing

Timely and accurate sales tax filings with guidance on state and local compliance.

Bookkeeping

Accurate, timely bookkeeping to keep your financial records organized and audit-ready.

Tax Preparation

Individual and business tax filings are completed with precision and in compliance with federal and state regulations.

Tax Planning

Advisory & Financial Strategy

Proactive tax planning strategies to reduce your tax liability and maximize savings.

Comprehensive advisory services to hep you navigate your business challenges and opportunities. From budgeting to cash flow management to long-term growth strategies, I provide expert guidance to position your business for success.

1099 Preparation

Efficient and accurate preparation of 1099 forms for your subcontractors and others.

Financial Reporting & Analysis

Custom financial reports that go beyond the basics so you can gain deeper insights that are designed to help you make informed designs.

Software Management Support

Contractor Compliance & Audit Support

From setting up and integrating tools like QuickBooks/Sage50 to training you or your team, I will ensure your accounting software works efficiently for your business.

I assist with certified payroll, annual insurance audits, and prevailing wage reports. Stay ahead of compliance requirements and audit risks with my specialized expertise.

Specialties

Precision Services Designed to Meet Unique Business Needs

Contractors

Specializing in the unique financial needs of contractors, including:

• Job cost tracking and profitability analysis.

• Certified payroll preparation to meet government requirements.

• Prevailing wage reports.

• Support for insurance audits.

Small Business

Helping small businesses stay organized, compliant, and financially healthy with services that include:

• Time-saving financial solutions that let small business owners focus on running operations.

• Affordable tiered service structure to get exactly the level of support needed.

• Personalized finance guidance and compliance expertise.

Startup Business

Assist startups with setting up the financial side of their business and scale their business correctly from the start with services that include:

• QuickBooks/Sage 50 accounting software set-up and training to manage finances efficiently.

• Ongoing guidance to adapt financial strategies as their business grows.

• Investor-ready financial reports to secure funding.

• Strategic tax planning so they don’t miss tax opportunities and maximize deductions.