Specialized services fitting your financial needs
My services
Bookkeeping & Accounting
Balancing and updating your books can be very difficult and time-consuming. My experience in various industries provides small businesses with the comfort of reliable and current financials at affordable costs.
Hourly Rate | $75
Personal Coaching & Consulting
One-on-one direct conversation exploring how to accomplish your financial goals and holding yourself accountable. Focusing on financial literacy and how systems operate. We take this information and start the first few steps to financial freedom.
Per Session Rate | $300
Budgeting & Forecasting
Reviewing and updating current financial position. From this I create and implement detailed budgets and process reports to evaluate how to allocate future expenditures. We maintain the budget recommendations, and after future analysis, update the goal-setting agenda.
Quarterly Rate | $675
Tax Preparation & Representation
Prepare individual and business tax returns as well as represent taxpayers against the IRS. Working with individuals, families, and business creating a tax plan and shaping expectations of future tax obligations.
Per Return Rate | fee varies
“Setting goals is the first step in turning the invisible into the visible.”
— TONY ROBBINS