WHAT I DO: ☑️ I eliminate small business owners' feeling overwhelmed trying to stay on top of running their business, and the fear of tax compliance demands, and in turn free up their day to spend quality time with family and friends.☑️ I help small business owners increase their profit by optimizing their bookkeeping and providing actionable data they can use to grow their business.☑️ I assist small business owners with understanding the dynamic nature of their families’ financial risks presented and developed in a plan that evolves over time to meet their changing needs, such as life insurance, college, retirement, and estate planning.☑️ I provide assistance of an accounting nature in matters involving existing or pending litigation, such as assisting with the preparation of financial affidavits, and analyzing documents to help the court decide on child and spousal support payments, as well as how to divide community property.☑️ I assist attorneys, business owners, and other stakeholders with reliable, diligently researched and supported valuation opinions.WHO I WORK WITH: I work with busy professionals in the service-based industry that are growing their businesses, especially, but not limited to:🩺 Medical and dental practice owners⚖️ Attorneys ⛓️‍💥 Chiropractors🪚 Contractors🏗 Engineers💻 IT Consultants🏠 Realtors🤸‍♂️ Therapists 🫵🏽 Other professionals in the service-based industrySERVICES I PROVIDE: 📱 Accounting📖 Bookkeeping🗽 Tax compliance💵 Payroll💰 Financial life-cycle planning📐 Fractional CFO🏛 Litigation support📈 Business valuation🔎 Other advisory servicesHOW IT WORKS:Everything starts with a conversation. As a warning, I like stories, so be prepared to tell me all about your business plans, personal goals, family, hobbies, & favorite vacation spots!WHAT MAKES ME UNIQUE:Having worked in some of the nation's biggest health systems, I bring unparalleled real-world experience, insight and understanding of medical and dental practices, and the unique challenges that physicians face. Additionally, my years spent in the public accounting and in the internal auditing space, has exposed me to both the external and internal sides of accounting, auditing, and operational issues in business.READY TO TALK?:Reach out to me directly here on LinkedIn or visit me online at www.traceycpa.com