General Info

I am a Licensed CPA, and ATA & ATP with over 30 years of experience. I work with closely held corporations as well as individuals. I provide financial accounting services, tax planning and preparation, and QuickBooks consulting. As a QuickBooks Certified ProAdvisor, I provide setup, training & data maintenance. My accounting services include payroll & sales tax, general journal maintenance, bank reconciliations and compilations. My approach to a new engagement begins with gaining an understanding of the clients business and problems. Being in tune with the client, is fundamental and a prerequisite to establishing an efficient and effective work plan. A personal services plan will be custom tailored to your accounting procedures and needs.