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.

