Accounting, tax preparation, payroll and business planning & coach to private business, professionals, sole proprietors, partnerships, corporations and LLCs.
I can show you how to stay in control of your back office tasks, bookkeeping and accounting without being overwhelmed by them.
Monthly, quarterly and annual accounting / financial reconciliation, review and CFO services.
Need an Accounting Solution? - I'm you Outsourced Controller-CFO
I've had outstanding success working with clients using QuickBooks Online. The accounting program and data files are cloud based. Cloud based accounting allows me to support, interact and collaborate with you immediately without you having to send me a copy of the data file or you waiting for me to drive out to your office in order to access your accounting records. No IT hassles. Program and data are updated, maintained and backed up automatically using encrypted and secure servers.
Simple, Quick and Easy. Most of your questions can be answered over the phone. I also support an in-person meeting, but our meetings are more focused and productive.
I also support your desktop programs if you feel more comfortable with the data kept on your own computer or server.
Need a Business Plan? - I’m your Business Coach
Writing a business plan will force you to think logically about your business vision and establish your business model. A good business plan will then help you get everyone onboard by communicating your vision to others in a clear, compelling way.
It’s important is that you understand your target market, establish your measurable goals, map your route, create your timetable and then, review your success.
Ever hear the expression, Can’t see the forest for the trees?
You have great ideas but just can’t focus and implement them because of all the small details that seem to distract or get in the way.
Let me be your guide ...your Business Coach.
Drop me an email or give me a call. Let’s get started! I offer a free initial consultation.
Remember... What is frequently measured and watched improves!
Illinois licensed Certified Public Accountant (CPA).
Chartered Global Management Accountant (CGMA)
Certified QuickBooks ProAdvisor.
Illinois Licensed Insurance Producer, Property, Casualty, Life, Health