Industries
Want to save tens of thousands of dollars each year? What if I told you I could help you increase cash flow and profits? By specializing in helping small business owners and entrepreneurs, I know what works to save money. I am passionate about helping small businesses, realtors, and those in the transportation industry.
Transportation
Over the past few years, the trucking industry has experienced many changes. Some have produced opportunities, and others have caused challenges for logistics businesses. From merger acquisition and labor shortages to interstate registration, it can be complex to navigate alone. Let me help you generate more funds by managing your taxes. Whether you earn wages from one dispatcher or dispatchers across multiple states, I can save you money and help you find financial solvency. I have years of experience serving the bookkeeping and accounting needs of those in the transportation industry, and I can help you too.
Real Estate
Over the last few years, we have seen tremendous fluctuations in the real estate market. Managing taxes in this ever-changing housing economy can be daunting. So let me handle all your financial needs, from estimating your tax deductions and liabilities to tax records and inventory. I will also handle tasks such as, but not limited to, revenue and expenditure cycle reports, lease abstracts, cash basis income statements, and investment analysis and planning tasks. Last but not least, let me moderate your transactions and make sure the books balance down to the last penny.
Investors
Whether you need help constructing your portfolio, estate planning, or managing your retirement, I can ensure your success. From audits to budgets, business plans, and financial statements, I am equipped to handle all of your investment needs. Your taxes play an essential role in each area, and I can help you by lessening your tax burden, implementing various tax-saving plans, continuously monitoring your progress, and adjusting when changes occur. So let’s secure your future by developing a comprehensive financial plan for you today.