Proactive accounting and financial management services designed to keep you on track throughout the year and make managing your finances simple again.

"The best financial advice does not need to be complicated or expensive but it does need to be available when you can use it". - Tony Novak, MBA, MT, Certified Public Accountant

Introductory telephone appointments are available daily without fee or obligation.

Find out how remote online accounting and advisory services can save time and money beginning today!

Schedule a call

no fee or obligation

Are you a candidate for online accounting and advisory services?

I serve select group of success-driven small business owners and individuals who are seeking financial efficiency and cost control through the use of available technology.

Each client has unique set of requirements that will produce the most successful financial and service outcome. My services are designed to be flexible and used to "mix and match", as needed, throughout the year as new issues and new financial concerns arise.

Business services typically include a combination of accounting, advisory, payroll, employee benefit plans and tax services. Having all of these services integrated under one adviser saves time and money.

These are some of the specific services provided to clients over the past year:

business setup and licensing
tax filings
tax return examination response and representation
tax penalty abatement or reduction
bookkeeping and accounting services
preparation of financial statements
compliance with the Affordable Care Act
pension plans and complex employee benefit plan setup
preparation of "after the fact" payroll for bookkeeping clients
preparation of FAFSA financial aid forms
researching the best available providers and making introductions when you request a referral
solicitation of competitive bids
communicate and negotiate with third party service providers
store your important documents on a DVD for safe storage in a safe or bank safe deposit box
review of online security and backup systems
review of a proposed business agreement with emphasis on cash flow and tax consequences
review of a proposed divorce settlement
discussion of health insurance requirements under the Affordable Care Act
set up online bookkeeping and personal financial management tools
introduction to a tax attorney and briefing the attorney on the current issues
interviewing bankers for the best fit for proposed financing
obtaining expert advice and a third party determination of "reasonable compensation" in an marital settlement case and for income tax planning purposes
prepare personal or business financial statements
brainstorming for tax planning strategies
preparation of tax forecasts and "what it" scenarios
explaining IRS notices and discussing the best strategies
assisted in setup of pension plan and small business retirement plan
helped figure out problems in balancing a business checkbook
preparation of business license applications
preparation of local, state and federal income tax returns
discussions with a client's family members to help establish better communications and understandings
simple employee benefit plan setup
payroll service setup
"after the fact" payroll tax filings (including W2, 1099, 1095)
social security planning
buy or lease decisions

Individual client services typically focus on a significant life transition like advancement of career, sale of a business, bankruptcy or divorce.

Some clients do not have an ongoing service arrangement but request a single service or consultation. These single consultations for concierge advisory services are offered on a flat fee basis and serve as a popular way to begin a new professional relationship because it allows us to work together on a limited-risk trial basis.