I help clients make smart decisions so they can anticipate and weather the ups & downs of owning and managing a business.Call me a trailblazer: I started my own CPA practice 30 years ago in the midst an economic downturn. Since then we’ve lived through periods of growth as well as the worst recession since FDR. So you can also call me “seasoned” by the challenges and the rewards of owning & managing my own businesses in several states.Today I apply the combination of my financial expertise & seasoned insight to help small businesses grow, often by assisting them in complex business and tax situations. As we look to the future, I’m focused on responding to emerging needs that will make things easier for our clients. Several years ago, when clients began requesting live payroll processing, I launched A+ Payroll Services to address that demand.I’m also proud of the following accomplishments:► Strong Client Retention: Over 25% of my original clients are still with us 20 years later, in an industry where the average client changes accountants every 5 years► 2nd Place Readers’ Choice Award: “Best of SW Florida” competition SPECIALTIES:Small Business, Tax Planning, Bookkeeping Services, Payroll Services, QuickBooks, Bill Pay Services, Small Business Accounting, Pension Advisor, Financial Planning, S-Corp, Compensation Analysis, Tax Return Prep, Small Business Advocate, Start-Ups, Dentists, Veterinarians, Chiropractors, Surgeons, Medical Practices, Franchisees, Homeowner Associations, Insurance Agencies, Manufacturers, Financial Statements, Budgeting, Tax Preparation, Tax Planning for Individuals & Businesses, Tax Strategies, Tax Services for Entrepreneurs, Corporate Taxation, Trusts & Estate Taxes, Strategic Planning, Financial Analysis, Business Reorganizations, Business Acquisition Assistance, Offsite CFO Services, Intermediary Between Owners & CFOs, Audit Representation, IRS Remediation, QuickBooks Training & Support, Payroll Processing
Listed skills include Tax, Income Tax, Bookkeeping, Small Business, and 25 others.