CPA and CMA with 25 years of accounting experience in small and medium sized firms
I can train you or your staff to perform basic bookkeeping tasks so you can keep
it in-house and affordable. Training is customized to your business specifics and
interests. Training can include basic bookkeeping, payroll taxes/reporting, and
Sales/Use/Excise tax reporting. If you want to take control of your bookkeeping
this option is for you!
I can help you get your new business and books set up and running with a
customized Quickbooks setup including payroll. I can also assist in applying for an
Employer Identification number (EIN), Sales tax license, and complying with
Payroll requirements for the state and federal governments. Getting setup
correctly from the beginning will make everything so much easier!
I can do your bookkeeping for you, weekly or monthly. If you don’t have the
time or inclination to do it yourself, I can help. I will customize the service to just
what you need. You will have access to all your up to date financial information
whenever you need it!
My husband and I have had several businesses from construction to retail and from that
experience I have learned that small business owners must do what they do best and outsource
the rest. And if accounting isn’t what you do best, then I can help.
My background is in both business and accounting. I have an MBA and management
experience in banking and retail. I am a CPA and CMA and have public accounting experience in
small and medium size firms. I also have lots of experience in higher education teaching business and
accounting. I love to do accounting and train others in accounting.
I am Quickbooks Online certified and a Quickbooks ProAdvisor.
As a entrepreneur, I love working with other entrepreneurs and helping them with their
business or accounting. Two of my favorite things are assisting in a small business startups and
and training small business owners (or their staff) to do their own accounting (or aspects of it).
I offer four different types of services. We can meet and I can explain in detail how I might
assist you. Initial consultation is free.