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I am a Self Employed Accountant, Quick Books Professional Adviser, Accepted IRS and NYS Electronic Income Tax Filer. My credentials include: RTRP (Registered Tax Return Preparer) as designated by the IRS and Licensed NYS Notary Public. I would like to assist "Want to Be" Self Employed Individuals, Start Up Business Entrepreneurs and Established Business Owners in training, review of Quick Books Financial Information and students who are having difficulty in accounting, tax preparation and all other financial related educational courses.
As an Accountant, I will install, properly set up your chart of accounts according to GAAP, specific to your industry and train you and/or your bookkeeper how to properly input information so that you can use the excellent reporting module that QuickBooks has. I will also review your current financial information re class (correct) your entries, so that you have a usable clean QuickBooks file. Review of your profit and loss and balance sheet is included so that I can advise you as to how to cut expenses and increase revenue. Also business consultation including referrals to qualified professionals is offered so that you can streamline or consolidate your debt, utilize the most cost effective methods of purchasing insurance, hire a payroll preparation service, and chose a quality lawyer from my referral sources.
My current and former client base includes the legal field, retail, not for profit, web based services, consulting, financial planning, mortgage brokers, home based self employed and personal services, such as salons, tattoo parlors, franchise owners, among other professions too numerous to mention. As your tutor or trusted adviser, I will treat your money as if it were my money.
I have owned my own Accounting firm for 17 years. My experience includes former employment as a Finance Director and a Corporate Controller. My clients, current and former, range from professional services to personal services including legal, consulting, retail, franchise owners, salon and tattoo parlor among others. I have assisted the "want to be" business owners to start up their businesses and the established business owners to revise their business plans to achieve the goal of solvency and/or growth. I will treat your money like it is my money.
I am a self employed business owner and have been for over 17 years as an Accounting Firm located in WNY. I started as a home-based business and most recently have grown into my second office which is a suite. That being said, my former employment positions as a Finance Director and a Corporate Controller have allowed me to acquire the necessary experience as to how to start up a business in accordance with IRS tax law and other agency compliance rules, plan for growth, control costs, increase income and chart the growth as wanted via business plans, financial analysis including cost, budget and cash projections. I have expertise in referring trusted and qualified professionals to my clients. As an Accountant I have been responsible and successful for the financial health of my various business clients. My philosophy is: I will treat your money as if it were my money.
I am a Registered Intuit (QuickBooks) Professional Advisor and have been for 17 years. Currently I utilize the most current version of QB, Accountants Premier 2014 and specialize in setting up, creating a customized industry specific chart of accounts and training on QuickBooks. My degree in Accounting enhances my ability to train, review or provide on-site ongoing accounting and tax planning, which is essential to a properly prepared tax return, whether individual or corporate. As a registered tax preparer with the IRS. Also I am register with NYS and I am qualified to prepare those returns, among other state returns.
I am a Registered Tax Return Preparer (RTRP) with the IRS and registered with NYS. My 17 years of experience enhances my ability and understanding of tax preparation. I am required by my 17 year membership as a member in good standing in the National Society of Accountants, to obtain a minimum amount of Continuing Educational Credits annually to remain in good standing and updated on the ever changing tax laws.
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