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Practice & Experience

I have experience with many different bookkeeping and accounting tasks from entering data to analyzing reports. I am also good with tax planning by looking at previous tax liability as well as the financials.  We help owners keep more of their money by implementing Profit First. This provides them with a clear picture of their cash flow. 

I also help individuals with their budgeting needs, tax planning, and tax preparation. We help them keep more of their money to reach their financial goals

Helping others keep more of their money by creating plans where the money should go instead of wondering where the money went. 

Experienced Advisor

QuickBooks Certified and working towards becoming an IRS Enrolled Agent. Have experience with individual and business taxes


Ability to Stay
One Step Ahead

Able to help you plan for your individual and business taxes through planning based on your prior years tax liability. 

Knowledge That Can Serve Your Needs

Gain clarity on your cash flow in your business as well as your personal budget.  Plan for your tax liability in your business and personal life. 



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