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You have BIG dreams...

the numbers probably aren't a part of them.

Tired of crunching numbers?
Let me handle all of your accounting needs.

With my years of experience and professional know-how, I take the time to really dive into your numbers and understand your goals to help put your money to work for you.

My services include accounting, tax, and CFO services for individuals and businesses.

Contact me to find out how I can alleviate your bookkeeping frustrations and help you reach your goals.

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What I can do for you
Browse my wide range of services and find the solution you've been searching for.

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    Small Business Accounting

    Running your small business may be a dream come true, but doing it all yourself can be overwhelming. Let's work to manage your accounting so you can focus on the core of your business. I'll get your books on track and keep them up to date by reconciling bank statements, generating income statements and balance sheets, and more. I'll also provide expert guidance to help you navigate your financial journey and grow for the future!

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    Tax Preparation and Planning

    For many, tax preparation is a daunting and confusing task. I'll remove the guesswork by taking a comprehensive look at your unique tax situation and putting my expertise to work to handle all the details so you can feel calm and confident during tax season.

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    Cash Flow Management

    When your ‘cash in’ exceeds your ‘cash out,’ you know everything is going great. But what if you need some help getting it all under control? I'm here to clear up your cash flow confusion! I'll identify your cash needs, find the best sources to pull cash from, and help you build a successful relationship with banks and credit unions should an emergency arise.

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    Strategic Business Planning

    If you're reaching for a specific goal in your business but don't know where to start, I'm here to help! Tell me your ideas and objectives, and I'll leverage my years of experience to help you create a strategic financial plan to hit your target!

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    Personal Financial Planning

    When it comes to building your wealth and planning for your future, finances are personal. With an open ear and a dedication to the details, I pay attention to your wants and needs so you can feel secure about your finances. Trust me to guide you in reaching your financial goals such as preparing for retirement, paying for your child's education, growing your investments, and much more.

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    Estate Planning

    Planning your estate on your own can be time-consuming, complicated, and costly. Let me handle the details so you can rest assured that your estate planning is done right. I’ll help you establish your estate goals, assist you in assembling an estate planning team, prepare and review your documents, and provide consultation services should anything change down the road.

Contact me
I want to hear from you!

Whether you want to hire me to handle all of your accounting needs or have questions, please get in touch with me!
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