• Organize, simplify and automate routine and repetitive tasks
  • Develop "Task Lists" to structure daily, weekly and monthly work routines
  • Customize existing tools to measure your business performance

  • Your system or mine:
  • Data file clean up and optimization followed by as needed support
  • Data file set up or migration; training and support of your staff at your office
  • Full service arrangement, all records maintained on my system

  • Let's take a look at what you do and see if it might be accomplished more efficiently
  • Click here to contact me; there's no charge for an initial consultation
  • Full service accounting management
  • Tax planning
  • Audit, research and verification services
  • Training, support and oversight
  • Monthly, quarterly & yearend compliance
  • Financial reports, charts, budgets, analysis
  • Payroll & employee benefits admin.
  • Direct deposit, electronic tax filing & online banking
  • New business set-up
  • Web sites
  • Forms & template design
  • SCC annual shareholder/director documentation compliance
  • Debt review & loan application assistance
  • Coordination of services with Bank, Attorney, Tax Preparer, Insurance Agent
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