Professional Finance and Accounting Solutions
Reach your full potential with confidential, strategic and data driven solutions.
About
Accounting Services
Accounting Services
Accounting Services
LEVELS OF ASSURANCE
Audit
An audit provides the highest degree of assurance that an organization's financial statements accurately represent its financial position and are in compliance with Generally Accepted Accounting Principles (GAAP).
An audit requires a full objective examination of your accounting records, controls, procedures, and management practices. It also includes confirmation with outside parties, observation of inventories, and the testing of selected transactions by examining supporting documents.
Review
Financial statement reviews may be necessary for organizations that need to report their financial position to third parties. A review provides a lesser degree of assurance than an audit, but it is more involved than a compilation because it involves an analysis of your financial management procedures. Additional inspection may be required if financial inconsistencies or other incorrect information is detected.
A review provides limited assurance that no material changes need to be made to the financial statements.
Compilation
Compilations are useful to small, privately-held entities that need help in preparing their financial statements. With a compilation, a CPA prepares financial statements based solely on the data provided by the client's management.
No level of assurance is provided in a compilation. However, the presentation of data in this format is valuable for a business owner making management decisions because it provides a financial "snapshot" of their business.
Software Consulting
Accounting Services
Accounting Services
Today's multi-faceted organizations require capable intuitive accounting software. Our technology professionals have backgrounds in both accounting and software consulting. This unique advantage enables us to assess your business needs, identify the most appropriate software solutions, and customize support programs to meet the exact demands of your business operations.
We have experience in Sage Intacct, MAS 90 and Sage 50 (formerly Peachtree), Hyperion and
We are a Certified QuickBooks Pro Advisor. We can assist you in QuickBooks Setup, Training, and Reporting.
About Me
Accounting Services
About Me
Possessing more than 30 years of experience of working in diverse financial positions and owning companies, we have extensive insight within all aspects of business. We have excellent organizational, decision making and time management skills. Our key financial competencies include, but are not limited to, creating successful business platforms, maintaining financial records, audits and reviews, financial analysis, litigation support and business strategy reviews. .
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Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.
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Contact Me
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Hours
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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