• Taxes: Personal, Business & Corporate
  • Knowledgeable Local Sales Tax, VAT
  • Legally Required Corporate Documentation
  • Preparation and/or review of SEC Compliance Documents (Forms 10Q, 10K, etc…)


  • Bookkeeping: Manage Daily Transactions
  • Quickbooks ProAdvisor
  • Payroll: Management of Payroll & Taxes
  • Planning: Reporting & Advice to Support Growth
  • Payables & Receivables: Management of Supplier & Customer Invoices
  • Contract Controller & CFO services


  • Reporting: Help Directors make Informed Decisions
  • Capital Fundraising: Advice on Seeking Equity to Help Grow Your Business
  • Mergers & Acquisitions: Financial planning for mergers and acquisitions
  • Business Formations of Sole Proprietorships, LLC’s, S Corporations, C Corporations & Partnerships.
  • Retirement Planning
  • Estate Planning