Accounting Services

Calculator and accounting papers on a desk

My Practice

As a CPA, I provide professional full-scale accounting services to high-income individuals, local and professional businesses, large consulting firms, and individual practices. Your accounting needs will be met with a quick and efficient response, providing accurate and timely financial statements and analysis. Risk can have devasting effects if mismanaged, I ensure that all appropriate financial risks are analyzed, and the most effective controls are put in place to mitigate these risks.

Read the lists below to learn about how I can help your business.

What can I do for you?

Financial Planning

MORE SERVICES

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Interim Reporting

Mid-term or fiscal year-end financial statement preparation and revenue recognition for your small, medium, or large business.

Monthly, quarterly, year-end reporting
Balance sheet and income statement preparation
Cash flow statement preparation
Revenue recognition

Compilation Engagements

Accurate and efficient financial statement preparation and periodic accounting policy reviews and updates.

Preparation of Notice to Reader Financial Statements
Balance sheet and income statement preparation
Cash flow statement preparation
Accounting policy reviews and updates

Management Reports

Planning for future financial success with accurate and detailed cash flow projections and analysis of financial projects for management.

Cash flow projections
Budget planning and preparation
Pro-forma financial statement development
In-depth financial statement and cost analysis

Cost Accounting

Evaluation of costs of activities within your business to determine financial strengths and weaknesses and analysis of pricing model.

Specialized project costing
Financial analysis with net present value, rate of return, ROI and ROE
Lease or buy analysis
Cost / benefit analysis

Compliance and Risk Management

Risk analysis and implementation of mitigation controls for the protection of economic value in your business.

Accounting policy reviews and updates
Internal control reviews
Strategic risk management and mitigation for financial resource protection
Statutory reporting services

FINANCIAL PLANNING

Financial planning is about determining revenue streams and expenses that your business incurs for the purpose of maximizing profits, protecting against losses, and projecting for the future.

To assist you in financial planning I first seek to understand your business, you as the client, and the stakeholders of your business, and then what you expect as an outcome of the process. Setting financial goals is paramount to achieving financial success and to the growth of your business.

I may both prepare and analyze financial statements such as your balance sheet, to understand your current financial position; your statement of retained earnings (owners equity), to evaluate the growth of your equity position; your income statement, to discern your rate of performance during the latest period; and your cash flow statement, to discover sources and uses of funds within the company. My thorough and accurate review of your financials helps to ensure strong financial planning.

Benefits of Strong Financial Planning

Business growth
Maximized profits
Achievement of goals

Peace of mind
Minimized taxes
Financial Security