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Thank you for considering me for your accounting, planning,
and financial reporting requirements. I value your trust and look forward
to building a lasting business relationship built on quality services,
accuracy, on-time delivery, and trust.
This
coupled with the best possible pricing makes me your best choice for
planning, accounting, financial, and tax services. In my practice, I
offer the following services: financial planning, tax return preparation,
cost accounting services (activity based costing, target costing, process
costing, full absorption costing, back-flush costing, and job costing),
manufacturing systems analysis, general business consulting, and
QuickBooks professional advisory services. I am experienced in DCAA &
FAR government cost accounting systems. I am proficient in assessing,
selecting, installing, and training employees with a number of ERP
accounting systems. Unlike the commission based “insurance sales folks”
who mask themselves as financial planners, I am a “flat fee” service provider.
I will not sell you any products (unlike the goal of large co insurance
“financial planners” ie: AXA, New England, Met Life,
Prudential, etc.). I can and will recommend products when appropriate. Of course, you
are free to choose who, when, and where you implement the products ( life
insurance, annuities, mutual funds, investment accounts, 403b’s, ira’s,
etc ) . I Have worked and completed training and certification at the
large insurance companies ( AXA aka: Prudential
Insurance Co & New England Financial -
former Met Life Ins Co) in order to be what they term a “Financial
Planner”. I went through all the SEC licensing and exams to secure my
series 7 & 66 certificates.
I have
a broad client base including high technology, manufacturing,
distribution, energy, financial services, and software companies. I
specialize in profit management. In the past, I have worked with
manufacturing, service, and government organizations identifying and
exploiting opportunities to increase profitability.
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