Financial Consulting, with a Personal Touch
Let's plan your brighter future!
Let's plan your brighter future!
I start by documenting your goals and then compare them to your current processes. I use proven accounting strategies designed to meet your expectations. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals. We know how time consuming retaining and managing your business financial records can be. I am here to make it just Simple Business . Annual tax preparations, audits, and strategic planning is all centered around financial records and historical data and I can assist you with processes to complete each project with ease.
I’m passionate about helping both companies and individuals with accounting principles and getting their finances documented and ready for future financial goals.
With 42 years in banking, I've been helping business and individuals reach financial goals that meet their unique needs. When I'm not working, I enjoy spending time with family and friends, and my grandchildren are my heart.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Monday - Friday: 9am - 5pm
Saturday & Sunday: Closed
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