Every client relationship is a partnership with unique challenges and objectives. As your CPA, it's my job to exceed your expectations when looking for accounting, tax and auditing services. Straightforward and timely communication, current tax and business knowledge, and effective service are the minimums you'll experience.
Whether you're a small business or a large company, consider me a partner in your success. I believe in the value of my clients and their concerns and needs. Every client relationship is a partnership, and I take pride in any technical assistance I can provide to increase my clients' success. My clients receive personal attention, without sacrificing quality.
I've been providing accounting, tax and consulting services for over 20 years. I can give the assurance that my years of training and technical experience allow me to give my clients the best possible product. Continuing professional education and training keeps my skills sharpened and allows me to give my clients the benefit of current tax laws and business practices.
I provide a wide range of services to both individual and small business clients including:
* Accounting Services
* Tax Services
* Financial forecasts & projections
* Cash Flow & Budgeting analysis
* Audits, Reviews & Compilations
* Consulting Services - Minnesota, Wisconsin & Upper Michigan
* Quickbooks and Peachtree Accounting Software Instructor and Consultant
* Debt & Financing Services
* Electronic receipt and transmission of documents
* Payroll
* Bookkeeping
Handicap Accessible. Consulting Services
I judge my success by the personal and business successes of my clients. I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management,I can provide comprehensive,flexible strategies that address the issues affecting your business. The following are just a few of the areas in which I provide consulting services:
* Type of Entity Selection
* Business Valuations
* Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries,provides security for your surviving spouse,and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners,providing for business continuity and succession of ownership is essential. I can guide you through the complex process of getting your financial affairs in order.