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    Spend your money smarter and strengthen your financial team! 

     

    Why Can't Your CPA Firm Do Everything?

     

    • For your CPA firm to remain independent, they cannot perform certain accounting services if they are providing an audit, review, or compilation. 
    • Your CPA firm requires specific schedules and other information necessary to perform your audit, review, or compilation.
    • Complete and high quality information provided to your CPA firm up front, results in a faster completion of the audit, review, or compilation, providing you with an efficient and valuable tool for bankers or other third parties.

     

    How Can I Help?

     

    • With over 12 years of public accounting experience, I can provide businesses with the support needed to prepare for the year-end CPA firm services that you may need, which will speed up your bank financing renewal.
    • Using my experience from serving a variety of industries during my public accounting career, I can provide accounting support without the investment of a full-time employee.
    • I understand the importance for your staff to maintain day-to-day activities, and know that the year-end audit, review, or compilation can be disruptive to your business.  I can act as liaison with the CPA firm on your behalf to make the process as efficient as possible, which will keep your full-time accounting staff on task.

     

    How Does This Save Money for You? 

     

    • I can provide the resource of a 12-year public accounting career, without charging the necessary overhead of your CPA firm.
    • Preparing your company for your audit, review, or compilation will allow your CPA firm to provide a more timely and efficient service and focus on their strengths, without the additional charges for accounting assistance.
    • My services will dovetail with those of your CPA firm, and will provide you with a stronger financial team.