With more than a decade behind me as the CFO for three companies, coupled with nearly a quarter century as a licensed insurance agent, I have worked with hundreds of small companies and their financial needs. I have been a Certified QuickBooks Pro Advisor since 1999. I also possess a real estate license and I am a Series 7 General Securities Registered Representative.
My practice focuses on helping small business owners to maximize their tax savings by implementing specific strategies designed to meet the individual needs of my clients. My firm works with companies, helping with bookkeeping, payroll and tax needs.

QuickBooks Services:
 Software Installation
 Software Support
 Troubleshooting
 Phone Consultations
 One to One Training
 Payroll

Accounting Services:
 Bookkeeping
 Payroll
 Financial Planning / Investments
 Income Tax Preparation

Professional Designation:
 Accountant
 Bookkeeper
 QuickBooks Certified Pro Advisor

Products Supported:
 QuickBooks Windows
 Fishbowl Inventory

Platforms Supported:
 Windows

Industry Types:
 Construction
 Manufacturing
 Non Profit
 Professional Services
 Retail
 Wholesale/Distribution

Languages Spoken (other than English):