In Your Business

Accounting, Auditing, and Tax Firm

My goal is to teach people how to use best practices to drive lower costs through process-optimization in their businesses.

For New Clients

My business process is simple.

  • To start, we chat either over the phone, in person, or through video conferencing to try to answer all of your questions. Unanswered questions will be reviewed for further discussion.
  • Next, we will decide the terms of our agreement with details about what is to be prepared, timing, and payment schedule. All charges are on a sliding fee scale. Clients at-or-below poverty level are free.
  • Finally, gather your financial information. This may take some time. Be patient with yourself.