Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. My firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.

Accounting Software Selection & Implementation

Accurate financial reviews and audits make it possible for your company to maintain compliance, secure financing, find investors or prepare the business for sale. The review process also provides valuable insights into the strengths and weaknesses of your organization’s internal controls, offering unique opportunities to improve how you do business.

I tailor my services to the unique needs of your company, matching my level of involvement to the requirements set by potential funders or buyers. For smaller financing requests, you may only need for us to prepare a more simplified compilation report.

In all cases, I will work with you and key employees across your organization to complete the review process as efficiently as possible. By minimizing the amount of time your employees must devote to audit and review procedures, I help you complete the process without disrupting operations.

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Audits, Reviews, and Compilations

My audit, review and compilation capabilities are a core part of my services. I tailor each process to the unique needs of your business. I deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. I will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.

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Business Consulting

Business success depends on timely identification of both problems and opportunities, and efficient development of strategies to respond to both. As your trusted business consultant, I combine dedication to your success with wide-ranging business acumen to offer honest, objective advice on everything from minor restructuring to preparing a business for sale.

I will take the time to learn about your company’s unique challenges, goals and current strategies. I then draw on years of business analysis experience to help you address inefficiencies, and identify and capitalize on hidden growth potential. I empower you and your team to make well-informed choices for the future of your business.

Whether you need short-term assistance with a major transition, or a long-term partner in strategic planning, I can help you unlock the full potential of your business.

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Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures.

Many contracts and other business documents require notarization in order to take effect. If your company does not have an in-house notary public, I can provide one whenever needed. Even when notarization is not legally required, having a notary public witness and authenticate the execution of an agreement ensures that your company’s interests will be well protected if the terms of the agreement are ever disputed.

I can also provide useful services for your staff, including authenticating absentee ballots and legal documents. Offering this service to your personnel can reduce lost worker-hours, as employees will not need to find a notary public at a bank or other institution.

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Call today to schedule an appointment!