Lay the foundation today, to save $10,000's or even $100,000's each and every year.
I have done almost everything – from offering due diligence and transaction advisory services, to crafting plans for financial turnaround and restructuring. I have decades of experience that I can put to work for you.
I can perform interim financial management and placement, as well as providing tax consulting and compliance.
I offer litigation support, dispute resolution and forensic accounting services.
I can research and develop foreign entity ownership structuring, export tax and state tax incentives, as well as state tax nexus and transfer pricing studies.
I have extensive experience providing traditional financial services such as tax preparation as well as specialized consulting services to Manufacturing and Wholesale Distribution (MWD) clients, such as capital formation and valuation, as well as overhead and break-even analysis. I have a wealth of experience as unique as the job shops, processors and wholesales/distributors I serve.
My MWD clients come in all shapes and sizes from start-ups to large manufacturers with operations in foreign countries, and U.S. subsidiaries of foreign owned companies. I have experience with contract manufacturers, suppliers to the high purity process flow industry, healthcare equipment manufacturers, equipment distributors, manufacturers and a myriad of other MWD clientele.
The financial practices and obstacles that manufacturers and wholesale distributors face are unique, and you can’t afford to have your financial advisor learning the industry on your time. Overlooking valuable tax breaks can cost you money, and poor accounting practices can impact your company’s financial stability. Armed with insightful financial information and competent advice, you can feel confident making well-informed decisions.
I am an experienced professional who knows how to get the job done for manufacturers and wholesale distributors. I have experience across a wide spectrum of the MWD industry, offering financial counsel to firms of all sizes and situations. My goal is not only to save you money, but to help you achieve business and personal financial goals, so you can do the things you love, and enjoy owning a thriving business.
Employees
Pay Employees & Budget for Health Insurance
Materials
Save On Day-To-Day Expesnes
Equipment
Properly track expenses and track depreciations for big savings.
Tell me a little about the company, like for example the number of employees,
expected yearly revenue and other important details.
I am an active licensed California Certified Public Accountant (CPA) with an undergraduate degree in accounting and graduate degree in taxation. I am certified as an Intuit Quickbooks ProAdvisor.
My expertise is in closely held businesses and individual taxes. Most of my clients run an S corporation, partnership, or single member LLC in the areas of real estate, professional services and/or distribution and manufacturing.
As a sole practitioner, I will perform the client interview, the data input, the review, and the tax filing. This is advantageous over a larger firm because I am intimately familiar with all of the details of your tax returns. Utilizing my services as a sole practitioner allows for a seamless and streamlined beginning to end process, as well as offering time management benefits – your focus can remain on overseeing your business, while I focus on the annual financial and tax compliance obligations. I leverage email and phone conversations to obtain requested information while maintaining the quality of the tax returns.
“My goal is simple: to arm you with insightful financial information and competent advice, so that you can feel confident making well-informed decisions.”
My clients benefit from using my services as a professional financial preparer because it insulates them from the unnecessary details of tax code, while insuring that their business and personal finances are in tax compliance. I focus on the behind-the-scenes technical details of tax returns, and aim to consistently simplify the process for my client.
Simply put: I focus on the financial aspects of your company, leaving you more time to focus on the day-to-day aspects of running a business.
I promise to provide outstanding service to all my clients, big or small, with the utmost professionalism, dedication to quality and responsiveness needed. I am willing to assist with any problem encountered, no matter how trivial it may seem. Most importantly, I promise to provide a personal touch to guaranteeing that your financial services are done correctly and timely.
Focus on the "business" part of the business. Get accurate financial information about a business when you need it, how you need it.
Schedule An Appointment Today
