I am a Certified Public Accountant with more than 20 years of experience providing Financial Services!
(NC License 33324)
NO LONGER ACCEPTING NEW CLIENTS
My Goal: Is to provide quality tax and accounting services at a reasonable price. In order to facilitate this, I am committed to making the best use of time and available technology. This will allow me to streamline the tax filing process so that I can charge the lowest price possible for quality work. This will also allow my clients to focus on what is important to them instead of worrying about annual tax compliance issues.
Tax Problem Resolution: I have vast experience working with the IRS and the NC Department of Revenue to resolve tax issues as well as initiating payment plans for clients who owe money.
Business Consulting: I am
one of the first CPAs in the country to obtain the coveted Chartered Global
Management Accountant (CGMA) credential.
This designation reflects my experience in industry accounting and the "value-add" that an experienced accounting professional can bring to that
table. Additionally, my Master in Business Administration (MBA) degree reflects a well rounded acumen in all areas of business. These designations coupled with my experience as a Corporate Controller provide my consulting clients with a formidable edge against their competition.
I help businesses in their growth phase with issues such as Cash Flow
Management, Capital Budgeting, Internal Controls, and Risk Management. If your business is growing but you don’t yet
have the need for a full time Controller or CFO, I can serve on a consulting basis to
give you the expertise that you need to help your business maintain its growth.
Contact me today to begin your journey to financial security and well-being!