My Client Focus
I’ve had the opportunity to work with a wide variety of clients over the last several decades as a CPA. In my practice, I focus on individual and family finance, nonprofits and professional organizations and small businesses. I take a very personal approach to accounting and financial services, whether I’m working with a couple about to retire or a small business looking to grow. My goal is to help every client, big or small, feel more confident about their money and the decisions they make with it.
Non-Profit Clients
Perhaps more than any other kind of organization, nonprofits have to be strategic and smart about how they get and use their funding. Answering to donors, board members and community members about your nonprofit’s financial situation can be overwhelming - especially when you are already busy trying to put your organization’s mission into action.
I have over a decade of experience working with nonprofits, large and small, and because I can keep my overhead low, I can offer incredibly affordable prices for a robust set of services.
Having a partner to help you present your financials to stakeholders while getting more strategic about how to raise and use future funds can help your nonprofit grow while letting you get back to the important work you are passionate about.
Common services provided:
Tax Return + Preparation
Quarterly or Annual Financial Statement Preparation
501(c) 3 Compliance
NON-PROFIT Clients include:
Learn more about my non-profit financial packages:
Small Businesses
Not all small businesses need a Chief Financial Officer or even a full-time accountant or bookkeeper, but this doesn’t mean you can’t be strategic about your revenue or that you have to spend hours of your time struggling with it by yourself.
Whether you’re in between CFOs or just want someone to help you be more intentional in your financial decisions, I can help you set goals, put plans into action, and determine the most beneficial use of your profits.
I offer one-time services as well as monthly retainer options, and never charge for an initial consultation, so give me a call and let’s talk about how to make your business grow.
Industry Experience:
Retail
Healthcare
Digital Media Startups
Common services provided:
Tax Planning + Preparation
Financial Statement Preparation + Review
Interim/Fractional/Controller CFO services
Learn more about my small business financial services:
Individuals + Families
Whether you need help with your taxes, have questions about how to save more, or just want advice on how to structure your budget and make purchases, I can help you take a comprehensive look at your money because no financial decision is made in a vacuum.
I don’t sell any financial products. I’m not commission based. My only goal is to help you plan for and attain your financial goals. I thrive on helping you sort out all of the things vying for your dollars and putting them in their proper places. This looks different for everyone, so my approach is to listen to your goals and aspirations first, and then work with you to formulate a financial path that is attainable and comfortable for you.
So if you’re ready to finally tackle all those nagging questions you have about money, please give me a call. Whether you decide to use me for your accounting needs or not, I’m happy to help you get started in the right direction, and your first consultation is always free.
Common services provided:
Tax Preparation
Household Budgeting
Bill Payment and Bookkeeping
Retirement Planning
Learn more about financial packages for individuals and families:
Ready to get started?
The best time to get strategic about your finances is always now. Our first conversation is free, so contact me and let’s talk about your goals and how to get you there - no pressure, no sales pitch.