My goal as a Certified Public Accountant (CPA) is to help you create streamlined processes that free you up to do what you are fantastic at, while I handle the day-to-day financial tasks. I have consulted with many sole proprietors and small businesses and have even started a business on my own. I know first-hand the challenges of wearing every hat in the building. I can help make your life easier by taking some of the workloads for you.
When you contact me for free tax preparation, bookkeeping, or payroll consultation, I will:
1. Chat with you to determine pain points and processes that need to be improved and offloaded.
2. Prioritize the above to get as much off your plate as possible and as efficiently as possible.
3. Document all the new processes and systems, so that it is apparent what is getting done, who is doing it, and on what schedule. These processes will be written out in the form of an engagement letter.
4. Once we establish new procedures and the engagement letter is signed, I would look for ways to optimize and save you money. I will be sure to contact you if I find anything where work processes could be improved to complete the task on hand.
Let's get started today!
1303 S Frontage Rd, Suite 209,