TEL: 346-429-8731
I OFFER
Tax
Planning
Professional Bookkeepers
CFO
Services
Strategic tax planning is fundamental to financial success. I create tailored tax strategies that align with your business goals to minimize tax liabilities, and maximize opportunities for growth and expansion.
I offer professional bookkeeping services to ensure accurate financial records, regulatory compliance, and informed decision-making for your business.​
Need strategic financial support? I have an extensive experience in budgeting & forecasting, cash management & planning, strategic guidance & risk management, employee development & system implementation.
MY VALUES
Competence
Maintaining professional knowledge and skill at the level required to ensure that a client receives competent professional services based on current developments in practice, legislation and techniques.
Integrity
Straightforward and honest in all professional and business relationships. Act with integrity by committing to ethical behavior, professional conduct and fairness.
Confidentiality
Respecting the confidentiality of information acquired and not disclosing any such information to third parties without proper and specific authorization unless there is a legal or professional right or duty to disclose
Objectivity
Not allowing bias, conflict of interests or undue influence of others. Exemplifying transparency by being open and accountable in all of my actions and communications.
Outsourced Bookkeeper
465
Reconciling Banks & Credit Cards - up to 2
Bookkeeping - up to 100 transactions
Tax Planning
Setup and Modify Chart of Accounts
Annual Individual Return - 1040
Quick Books Online Subscription
Best Value
Collaborative Bookkeeper
685
Everything Included in Plan 1 PLUS
Reconciling Banks, Credit Cards & Loans - up to 5
Monthly Financial Reports - Customized
Payroll for 1 employee | $150 for each additional
Tax Advisory and Planning
Monthly Strategic Meetings
Strategic Advisor
1,350
Everything Included in Plan 2 PLUS
Budgeting, Forecasting, and Strategic Planning
Accrual Basis for Advanced Reporting
AR | AP Assistance
1099s - up to 5, $25 each additional
Choose your pricing plan
Find one that works for you