Services
My Added Value
Bookkeeping Services
Outsourced Accounting
Basic and accurate bookkeeping services via QuickBooks Online, Wave, or a software of your choice.
Bookkeeping services include: categorizing transactions, reconciliation, balancing books with journal entries, creating financial statements, et cetera.
Tax Services
Business & Individual Tax Services
I prepare individual Form 1040 and Business tax returns.
Tax Planning Services
Monthly tax planning customized to your unique situation in order to maximize your deductions and prepare you for when you file.
Financial Consulting
Financial Consulting Services
As a financial analyst, I am here to help you prepare your business budget for growth and profit.
I also offer financial advice for wealth management and perform free personal budgeting to help you reach your goal of financial freedom.
Business Strategist
Business Strategy Services
As a business strategist, I provide strategic planning for those of you trying to start a small business or restructure your current one before you make your move.
We will start with a free consultation so I can better understand your current predicament, then we can schedule a full consultation.
