Do you feel that you have outgrown your accountant or financial adviser? You need more than an accountant who can file your taxes. You deserve more than a financial adviser who helps pick insurance or investments. You want a loyal and committed advocate who is in your corner over the long term no matter what life brings your way. You need a seasoned professional with experience in a wide range of financial and tax strategies that really work.
What I offer: remote online assistance
My practice is designed to bring cost-effective help exactly when you need it by taking advantage of secure online technologies. Remote professional accounting and advisory service offers the best solution in today’s business world by combining lower costs with faster response times to bring 30 years’ experience directly to you on demand.
Talk to me about saving time and money with business financing, tax compliance, accounting, taxes shelters, payroll, benefits, insurance and executive employee benefits.
Although I’m based in the Philadelphia and Delaware Valley region, I have been honored to serve small business owners and nonprofit organizations in every state throughout the U.S. I maintain insurance producer licenses in all 50 states plus the District of Columbia in order to provide the highest level of support for services related to employee benefit plans. Clients range from entities owned by public corporations, high-profile business leaders to local first-timers launching a start-up venture. All are equally exciting and challenging.
I would love to hear what’s going on in your financial and business life. Please feel free to schedule a no-obligation introductory conversation.