My practice consists of three main areas:
Accounting Services
for Sole Proprietors and Small Business Owners. On a weekly, monthly or quarterly basis, I can compile the income and expense information the clients provides. With this information the client can monitor the progress of their business and use the information in business decision making. In addition to financial statements, I can provide the client with any needed payroll tax reports, sales tax reports and personal financial statements.
Income Tax Return
Preparation for Individuals, Families and Business Owners.
The most unique aspect of my practice is Senior Financial and Personal Daily Money ManagementServices. In this area, I work with clients to review documents and answer questions they may have, I can set up a bill paying system, and serve as liaison between the client and their banker, stock broker, insurance agent, attorney or other professionals they deal with. When I work with a client in this area it frees them up to concentrate on other aspects of their life and helps reduce the anxiety and stress the client experiences in trying to coordinate the financial aspect of their live alone
.