As a consultant for the past 20 years, I have assisted in many industries to grow and develop.
My background is not only as an accountant, but I have been in many industries, assisting in marketing and development and management as well.
I attended Brigham Young University, University of Utah and finished from Golden Gate University with a degree in Marketing. I pursued a marketing career and have worked in the health and beauty industry, hospitality sales, and software industries during the 90’s. After the dot com fall out, I went back to school for accounting at Golden Gate University. Since 1993, I have been in a consultant in accounting and business development working with small to medium sized companies.
I have been able to show companies how to benefit from the use of accounting software’s as well as having an on-call accountant that can assist in audits and financial matters, especially in taxation.
I have performed on average 3-5 audits a year, representing the general public when the IRS request for an audit of their personal or business tax matters.
I have a near to flawless track record and have been in favor of the tax payer for 90% of my clients.
I am here to build business partnerships and to see you grow not only financially but personally as well in all your endeavors.
With the help of today’s software, I can provide:
All your financial information organized in one place
Get organized and stay organized with your customer, vendor and sales information in one place. There's no more digging through piles of paper. Everything is at your fingertips with my services.
- Monthly or quarterly meetings about your financials and to help business development and client relationships.
- Monthly and quarterly reports to show the flow of business
- Tips of how to cut expenses and how to make the most of your products for your money
- Understanding deductions
- Using a chart of accounts – how to allocate your expenses
- Quarterly and annual tax filings and tax planning
Most of my clients are on a monthly retainer which allows for them to contact me and utilize my services as often as needed. My services are inclusive of your personal and business tax returns; therefore, you don’t come out of pocket with more monies when your returns need to be filed. You get a fixed monthly rate.