General Info

Certified Public Accounting Services: -Business systems, controls, tax and financial goal-setting and monitoring consulting -Business entity selection consulting -Business plan coaching and consulting -Individual tax, financial goal-setting and monitoring, and retirement consulting -Tax preparation Financial Statements compiled Accounting system design, consulting and instruction -Organize business office for maximizing efficiency and effectiveness Chief Financial Officer Services: -Business planning and financial control. -Oversee and monitor accounting system credit, budgets, financing, contracts, and tax -Business system design, tax and financial goal-setting and monitoring consulting -Financial system design and consulting -Customized management and cost reporting -Cost containment, growth, and expansion consulting -Business and individual budgeting -Accounting system design, consulting and instruction -Asset, liabilities and equity account monitoring and reconciliation Bookkeeping Services: -Payroll reporting, payroll tax payments and quarterly payroll tax reporting -Sales tax preparation -Bank and credit card account reconciliations -Accounts payable bill payments -Accounts receivable invoicing Eldercare Services: -Review financial resources -Develop financial and tax plans -Develop retirement distribution plans -Review and pay bills -Prepare budget -Calculate and report cash flow -Monitor money receipts, recording and depositing -Reconcile bank, credit and investment accounts -Review medical benefits for receipts and accuracy -Prepare payroll and tax reports for household help -Evaluate costs of housing, medical care and other expenses -Locate and organize personal, financial and legal documents -Prepare inventory of personal assets -Review documents to assess gaps and address needs -Maintain records for taxes, wills, trusts and estates