Professional Services

I know the unique administrative and operational challenges you face, and I’m here to help. With fresh insights and tailored strategies, I can help you improve efficiency and grow your business at a pace that aligns with your goals.

Experience my holistic approach that goes beyond numbers.

I not only provide expert financial and operational guidance but also tailor solutions that align with your unique goals and challenges.

Let’s talk about what do you need to focus on to achieve your financial goals?

As a fellow professional service organization, I understand the critical importance of making smart, strategic decisions for both you and your team.

My priority is to provide you with a clear, comprehensive financial picture that empowers you to focus on what matters most—serving your clients and growing your business.

Time is money, and I know that every moment spent on systems, procedures, or non-core business tasks is time taken away from your core expertise. That’s why I offer a tailored suite of accounting, audit, tax, and advisory services. My services are designed to help you navigate the technical and operational challenges you face, while delivering the strategic insights needed to drive significant and sustained growth.

Whether you need assistance with specific issues or a comprehensive business-wide review, I’m here to help. From selecting or revising your business structure to conducting profitability analysis, advising on disaster recovery, or supporting operational improvements, my holistic, client-focused approach ensures that your business receives the customized solutions it needs.

Together we will grow your practice’s production and profitability.

Working with me means partnering with someone who truly understands the unique challenges of professional services. Let’s work together to create opportunities for growth and success in your organization.

Manage . Optimize . Transition .

Manage . Optimize . Transition .

Manage

I manage your business by offering a comprehensive range of services. My goal is to ensure your practice operates efficiently and profitably, providing you with the financial insights needed to succeed.

  • Accounting systems design and implementation

  • Bookkeeping and financial statement preparation

  • Payroll services

  • Tax planning and preparation for the business and the respective business owners

Optimize

I offer a wide range of specialized services designed to optimize your business. I will enhance efficiency and ensure compliance. My holistic approach means you are getting a full circle service. Benefit from my experience to strengthen your practice's financial health and operational effectiveness.

  • Budgeting and forecasting

  • CFO advisory services

  • Cost segregation

  • Federal and state tax compliance

  • Payroll tax strategies

  • Training for financial personnel

  • Due diligence

  • Assist in fraud investigations

  • Internal controls and designs

  • Litigation support

Transition

Is your business navigating a transition? I can provide expert services tailored to your unique needs.

  • Entity selection

  • Merger and acquisition support

  • Partnership transition strategies and agreements

  • Practice startup planning and implementation

  • Retirement planning and implementation

  • Assist with selling your business or transitioning to a new owner