Practical Accounting & Tax Support for Small‑Business Owners
Running a business comes with enough challenges — your financial systems shouldn’t be one of them. I provide straightforward, dependable accounting services designed to bring clarity, confidence, and stability to your business. With over 20 years in the industry and 25 years as a business owner myself, I understand both the technical side of accounting and the real‑world pressures behind every decision.
Below is an overview of how I support clients.
Business Formation & Entity Guidance
Choosing the right structure sets the foundation for everything that follows.
I help you understand your options and make decisions that align with your goals.
Services include:
Entity selection (LLC, S‑Corp, partnership, etc.)
S‑Corporation election support
EIN and state registration guidance
Initial setup for clean, compliant financial systems
Tax Preparation & Planning
Taxes shouldn’t feel overwhelming. I focus on clarity, accuracy, and proactive planning so you can make informed decisions all year long.
Services include:
Individual and business tax returns
Year‑round tax strategy
IRS correspondence support
Estimated tax planning
Bookkeeping Cleanup & System Organization
If your books feel messy, inconsistent, or confusing, you’re not alone — and you’re not behind. I specialize in turning disorganized financials into clean, reliable systems.
Services include:
Bookkeeping cleanup
Chart of accounts setup or restructuring
QuickBooks troubleshooting
Workflow and process improvements
Ongoing Accounting Support
For business owners who want consistent guidance, I offer ongoing support tailored to your needs.
Services include:
Monthly or quarterly reviews
Financial statement analysis
Cash‑flow clarity and planning
Practical, judgment‑free guidance whenever you need it
Problem‑Solving & Advisory
Sometimes you just need someone who can step in, untangle the issue, and point you in the right direction. I’m here for the tough questions and the unexpected challenges.
Services include:
IRS notices and issue resolution
Payroll or sales‑tax troubleshooting
Process design and workflow optimization
One‑on‑one advisory sessions
My approach is simple: honest accounting, practical guidance, and a genuine respect for the people behind the numbers. Whether you’re starting a business, growing one, or trying to get clarity after years of stress, I’m here to help you move forward with confidence.