Bookkeeping Services,

Individual and Business

Below I have listed the services that I offer to my clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a bookkeeping service if you do not see it listed. If it is not a service I provide, I would be more than happy to refer you to a qualified professional.

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* Tax Services - Utilize the tax organizer

* Bookkeeping/Write-Up

* Notary Public Services

* Financial Statements

* Cash Flow & Budgeting Analysis

* Compilations

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Tax Services

I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.

I provide my individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Divorce and support issues

*Tax effects of buying/selling a business

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. I can assist you with the day-to-day tasks associated with bookkeeping & Payroll.

Notary Public Services

I offer Notary Public Services and will even come to you if you live in Sonoma County.

Financial Statements

I can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, I can assist you in achieving your company's financial goals.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. I can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Compilations

I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.

Compilations differ from reviews and audits as they are based upon client information provided and are used primarily for internal use only as no assurance is expressed.

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