Services to meet your needs

If you are looking for expert help running your small business you have found the right person!

CFO Services

For a flat rate you can have full time access to help for all of your financial consulting needs. Rates are based upon an estimated number of hours per month, but with a flat rate you are not going to be surprised by fluctuating bills.

CPA Services

Need a financial statement prepared by a CPA? Prepared financials engagements, compilations, reviews and audits are all done based upon an upfront agreed price, no surprise.

Tax Services

All tax filing services are bid upfront with a fixed fee. This includes monthly payroll taxes, quarterly payroll taxes or annual income taxes. All tax engagements include audit defense for no additional charge.

Want more information?

Free consultations for all clients, plus CFO clients don't pay for the first month unless you are 100% satisfied!


Happy Clients


Completed Projects


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Would You Like to Work With Me?

I'd love to work with you. Contact me using the form below and provide some details about yourself, your project and let me know how I can help!