Services > Business Consulting

Choosing the form of entity of your business is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Once your business is running, I can provide monthly and ongoing CFO support, dedicated to your business. Based on your needs, my services can review your financial health and processes, assist with annual budgeting and forecasting and analyze your business performance.

As a business owner you're managing numerous tasks at any given time. From ensuring the health of your business to managing your team, operating a business is stressful. With never-ending business tasks, accounting and financial metrics are frequently ignored. Without proper accounting and financial data, making smart and informed business decisions is difficult. This frequently leads to business owners making rash decisions that negatively impact their bottom line.

What if there was an alternative? Operating a business means endless amounts of work. The last thing you want to be concerned about is your company's accounting. I can handle your accounting, so you can focus on growing your business. I'll translate numbers into words, allowing you to make educated business decisions.

Small Business: Partnerships, LLC, S-Corp, C-Corp, Schedule C

Individual Taxes (including Family and Estate Tax Planning)

Business Plans, Strategic Planning, Tax Compliance