My services free up your time to focus on your business objectives and matters that are meaningful to you. I want you to have a sense of calm and security that your affairs are looked after by someone who is responsive, solid and true.
I'm pro-active. I track all tax events during the course of the year with notes as needed and will liaison with your CPA and financial team in advance of the closing of your books.
Tracking charitable contributions, budgeting, gifting, creating auto-pays, organizing paper or paperless files, bookkeeping clean up if on QBO and they've not been kept up to date. And more.
I tailor my services around your needs.
