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Services

Tax Planning
I teach my clients to take a pro-active rather than reactive
approach to tax services. By keeping current on new tax laws
and legislation, I am in the position to identify key tax
planning opportunities that save you money by minimizing both
current and future tax liabilities.

Tax Returns Preparation
My investments in tax preparation and tax research software enables
to prepare tax returns for businesses, individuals, and non-profits
accurately and efficiently. I ensure my clients that they're being
properly represented before the various federal and state tax agencies.

Business Valuations
I would help you to value how much your business worth for the
purposes of buying or selling business, entering partnerships,
divorce settlement, and litigation support.

Business Consulting
I gauge my worth by personal and business success of my clients.
I can help your business identify areas negatively affecting
profitability and growth and develop solutions that are practical
and technically sound. I can help you to implement the system that
best fits your needs.

Women Owned Businesses
I specialize in servicing women owned businesses. My services include
consulting, as well as the traditional accounting and tax planning
needs of your specific industry. I have assisted companies in obtaining
certification with the State Office of Women Owned Businesses (SOWMBA).

Not-for Profit
My firm provides services to not-for-profit organizations throughout
New England. Through the extensive experience in providing audit,
accounting, and management consulting services, I understand the unique
aspects of the not-for-profit sector. I also have a thorough understanding
of the importance of the many factors that determine the success of your
organization including: funding from federal and state agencies as well
as individual and corporate donations and compliance regulations.
These factors can determine how successful your organization will be as
well as determine your ability to grow and continue to serve the needs
of the community. My experience allows to provide you with innovative
solutions that meet the needs of your organization. My services include:

  • Not-for-profit tax and related reporting issues
  • Fund accounting
  • Grant administration and compliance
  • Internal financial systems and controls
  • Assistance in development of strategic plan and budget development
  • Budget and cash flow projections
  • Feasibility studies
  • Agreed upon procedures
  • Accounting services
    Providing financial information to my clients in a timely and accurate
    manner is a commitment that can not be compromised. I provide the full
    range of cost effective accounting services including the following:

  • Accounting system set-up, training and customization for new businesses - QuickBooks, PeachTree, MYOB and other well-known packages.
  • Financial Statements Preparation
  • Compilation and reviews
  • Bookkeeping/Write-up
    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. Depending on your needs, I offer the ability
    to outsource all of your accounting needs, freeing up time to focus on
    your business.