Your own experienced CPA advisor, available on call, for both business and personal finances, without the high cost or hassles. So much more than just filing taxes; a year-round resource to help when questions arise or to keep on track moving forward toward specific financial goals.
Services Offered:
• Coaching and Planning: Financial, tax, and business
• Investment: Portfolio allocation, tax shelter, and performance analysis
• Accounting: Custom-designed semi-automated systems including banking, payroll, and employee benefits
• Compliance: Tax returns and government filings
• Privacy, Safety, and Security: Policy statements and internal controls, offsite secure backup copy of documents
Three Levels of Service:
1. Individual
2. One-Person Unincorporated Business
3. Corporate: Includes associations and partnerships with assumed recurring responsibilities
Pricing:
• $1,500/year or $125/month
• $2,400/year or $200/month
• $7,200/year or $600/month
Details:
Each client agreement is customized to match your goals. Some personal services are ‘built-in’ at no additional cost, while others require additional fees and contracting with other firms. All details are agreed upon in a written engagement agreement and Work Plan. Due to limited active client capacity and work scheduling, we utilize an overflow listing when necessary.
Qualifications:
I have focused a career working with individual investors and small business clients with a value-focused approach. As one of the few highly trained and experienced CPA advisors with a diverse background in small business operations and management, law, tax, investment, real estate, coaching, and accounting, I offer a unique blend of expertise. I have owned and operated businesses ranging from an organic farm to real estate and a popular fin-tech employee benefits brand. Hundreds of “five-star” comments collected over more than three decades are available online on multiple platforms.
Contact:
Text, then call is usually the easiest way to connect: 856-237-9199. There is never a charge for an initial call but there is a small fee (with no further obligation) for an in-person meeting or detailed analysis with a written report.
