FAQ

Q: How do you differ from larger CPA firms?
A: I differ is several ways. First, I offer partner-level expertise at below-market rates. Why? Because my clients love the benefits that come with affordability AND expertise. Second, I treat my clients as people, not numbers or accounts. You're guaranteed exceptional service. Lastly, I specialize in the accounting and financial concerns of small and medium-sized businesses and their owners. I consider it "entrepreneur helping entrepreneur."

Q: Do you handle business and individual tax preparations?
A: Absolutely. This falls under my Standard Compliance services. As a Certified Public Accountant, I prepare income tax returns, sales tax filings, payroll tax reports, and 1099s. This also includes research for tough tax and filing issues.

Q: Do you prepare financial statements?
A: Definitely. Also part of my Standard Compliance services. These can range from a simple compilation for internal management considerations to audit-level comprehensiveness required by banks and investors.

Q: As part of your services, do you offer accounting system "clean-up?"
A: Yes. From time-to-time, problems occur within accounting systems, sometimes over several months. Clients will retain me to research, identify, and correct the errors and omissions. Plus, I provide guidance and best-practices help so clients can avoid such problems in the future.

Q: Can you serve as a controller-for-hire and/or provide interim accounting assistance?
A: Absolutely. I have performed these services over the years for companies that could not afford a full-time CFO, who could not justify at that point in time adding the position, or who were conducting due diligence to find the right financial officer. My clients have benefited not only from strong fiscal continuity, but also by having a fresh set of eyes on the accounting, finance, systems, and processes at the business.