With over 30 years of experience as a public accountant, I can offer you expertise in various areas including auditing, peer reviews, financial planning, reviews, compilations, payroll and tax preparation.
I have expertise in many industries such as Not-for-Profit Organizations, Employee Benefit Plans, Small Businesses, Health Care, Real Estate, and Construction.
Some of the many services I offer include Peer Reviews,Tax Preparation, Auditing, Reviews, Compilations, Payroll, & QuickBooks
MY MISSION STATEMENT
To deliver the highest standards of integrity and professionalism for my clients by providing them with the most accurate information, products, and services to insure personal and professional success.
AREAS OF EXPERTISE
Employee Benefit Plan Audits
Peer Reviews - I am qualified as a team captain to perform system and engagement peer reviews, which helps to monitor a CPA firm’s accounting and auditing practice (practice monitoring). The goal of the practice monitoring, and the program itself, is to promote quality in the accounting and auditing services provided by the AICPA members and their CPA firms. This goal serves the public interest and enhances the significance of AICPA membership.
Tax Preparation - I can efficiently and accurately prepare tax returns for individuals, small businesses, not-for-profit organizations, and employee benefit plans.
Audits - I am qualified to perform audits of financial statements for small businesses, not-for-profit organizations, and employee benefit plans. Auditing is a systematic process of objectively obtaining and evaluating evidence regarding assertions about economic actions and events to ascertain the degree of correspondence between those assertions and established criteria and communicating the results to interested users.
Reviews - I can perform a review financial statements for individuals, small businesses, not-for-profit organizations, and employee benefit plans. A review is designed to enable an accountant, without applying comprehensive audit procedures, to assess management’s representations and to consider whether the financial statements appear to be in conformity with generally accepted accounting principles (GAAP).
Compilations - I can perform compiled financial statements. The scope of a compilation does not give the accountant a basis to express any assurance, since neither audit nor review procedures are performed. Instead, relying on familiarity with industry accounting practices and with the company’s business, the accountant helps prepare financial statements using data provided by the company.
QuickBooks - I offertraining, consulting, and support in all versions of QuickBooks.
My highly regarded expertise in the services above can help you address a wide variety of business challenges. Give me a call today to find out how I can help you thrive whether you are a business or individual.