Navigating your finances to success

Property Management.

Expert Accounting.

Personalized Service.

Area of Practice

01

General Bookkeeping

I will customize your chart of accounts and organize your financial records, reconcile your bank and credit accounts so you can rest easy knowing your earnings expenses are in order.

02

Periodic Financial Reviews

We will meet regularly to review how your finances are looking and work together to make any necessary improvements to maximize your profit and reduce your tax liability.

03

Personal Financial Planning

I will work with you to create a personalized plan to help you achieve your financial goals.

04

IRS and EDD Audit Management

I will guide you on the process and help you respond to the notice of audit. I work with the auditor assigned to your case to submit the requested documents and mitigate the risk of assessment and increased fees. I also prepare you for interviews with the auditor.

05

Strategic Financial Planning

I work with you to strategically price your products and discounts so that you don’t run into the common problem of devaluing your brand.

06

General Accounting

I will customize my services to your accounting needs because every business is different. From filing sales tax returns to helping you build an ambassador program for your brand, my services are creative, innovative and meticulous so that you feel confident knowing your business needs are in great hands.

8+

Years in business

20

Businesses successfully served

97%

Client satisfaction

73

Event contribution

Frequently Asked Questions

I have a start up business how much is this going to cost?

Contact me to discuss where exactly you are in the start up process. I have flat rates for start ups that are affordable and you can add on services as your business grows.

What if I have a business idea but am not sure where to start?

I am happy to sign an Non Disclosure Agreement so that you can feel confident and trust that your business idea remains yours and you have the reassurance that I just want to help you create the road map to your success. There is huge value in getting started the right way right from the start.

What if I already have an accountant that does my taxes?

I work with your tax accountant to get your financial statements ready so your tax accountant can prepare your tax return.

Do you accept credit card payments?

My invoices have the option for you to pay by credit card, or by ACH Bank transfer. If you need other accommodations we can discuss what those are and work it out.

Do you offer payment plans?

Absolutely! Once we have an agreement of the services you want me to provide and you sign the contract I can set you up with a payment plan as long as you authorize an automatic withdrawal from your bank.