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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 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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