Our Services
Our Services
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Whether you're running a small for-profit business or a nonprofit organization, you deserve reliable, professional financial services support. Here's how I can help:
🧾 Bookkeeping
🧾 Bookkeeping
Stay organized, reduce stress, and keep your financials in order. I’ll help you stay current, accurate, and audit-ready.
This service includes:
Monthly or quarterly bookkeeping
Categorization of transactions
Reconciliation of bank and credit card accounts
Customized financial reports
QuickBooks setup and support (if applicable)
My office specializes in bookkeeping for small businesses. We are set up and ready to go. The business systems I use are for manual and computerized accounting and are directly designed for each individual business. The monthly service fee starts as low as $325. eClients get $50 off with a 3-month commitment.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently every day. You can select from a full range of cost-effective accounting services including:
Annual Budgeting
Accounts Payable
Accounts Receivable
Bank and credit card reconciliations
General Ledger journal entries
Payroll Processing
Tax Deposits (EFTPS)
Year-End Close
Financial statement preparation
Sales and Use/Business Property
QuickBooks setup, support and training
📊 Tax Planning and Return Preparation
📊 Tax Planning and Return Preparation
Plan ahead and file with confidence. I make tax season less stressful by helping you stay compliant and avoid surprises.
This service includes:
Strategic tax planning throughout the year
Federal and state income tax return preparation support
Tax estimates and quarterly payment guidance
Filing for small businesses, sole proprietors, and nonprofits
IRS correspondence and issue resolution
Do I have to file a tax return?
Every year if you are a U.S. citizen or a resident of the United States or Puerto Rico you must file a U.S. income tax return, if you meet the filing requirements of receiving or reporting worldwide income from U.S. or foreign sources. Nonresident aliens report income from U.S. sources only.
Which taxpayers with income must file?
Individuals -- Single or Married
Surviving spouses
Executors or Administrators
Legal representatives
U.S. citizens living outside the U.S.
Resident aliens living outside the U.S.
Residents of Puerto Rico
-- more --
Residents from U.S. possessions
Dependents eligible to receive a refund of federal taxes withheld
Children under age 19 or full-time students eligible to receive a refund of federal taxes withheld receiving excess distributions from a 529 plan
Self-employed persons
What paperwork do I need to bring?
Bring the past year's income tax returns
Social Security Card for each family member
Government-issued picture ID
Tax return from last two years
W-2 forms for all jobs you and/or your spouse worked
-- more --
1099 forms for all other income (1099-SSA, 1099-INT, 1099-MISC, 1099-R)
1098 student loan interest or tuition or scholarships
Mortgage loan interest payments
Property tax statements from county Assessor's Office (two bills)
DMV registration copy with vehicle identification number
Bank and/or broker statements (interest, dividends, stocks)
Charitable contribution letters and receipts (donations, church tithes)
Childcare provider name, address, tax ID
Medical bills paid not covered by insurance (prescriptions, travel)
Education-related expenses (books, fees)
Receipts for job-related expenses (uniform, laundry, tools)
Voided check for refund direct deposit
💼 Small Business Consulting
💼 Small Business Consulting
Grow with clarity and confidence. I provide practical, strategic advice to help your business make informed financial decisions.
This service includes:
Budget creation and cash flow planning
Operational and financial strategy support
Compliance guidance for nonprofits and startups
One-on-one consultations and check-ins
Support tailored to your unique mission and goals
⚙️ Fractional CFO Advisory
⚙️ Fractional CFO Advisory
As your trusted financial advisor, I’ll provide strategic CFO services tailored to the unique needs of your business. Whether you're looking for financial leadership, budgeting support, or forecasting, I’ll help guide your decisions with insights that drive growth and profitability.
This service includes:
Financial strategy and forecasting
Budgeting & cash flow management
Financial reporting & analysis
Business valuation & risk management
Mergers, acquisitions & fundraising
🧑💼 Employee Benefits & Retirement Planning
🧑💼 Employee Benefits & Retirement Planning
Help your team—and yourself—build a secure future. I offer guidance for selecting and managing employee benefit plans, retirement accounts, and financial wellness programs that support your staff and align with your budget.
This service includes:
Review and recommendation of benefit options (healthcare, dental, vision, etc.)
Support setting up SIMPLE IRAs, SEPs, or solo 401(k)s
Assistance with employee onboarding communications for benefits
Retirement planning tailored to small business owners and nonprofits
Financial education resources for staff (optional)
Whether you're a solo entrepreneur planning for your own retirement or an employer looking to support your team, I’ll help you find options that work for your goals and budget.
📟Ready to learn more? Let's talk about your needs and how I can help.
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