About

Small Business and Non-Profit Accounting:

One of the things I specialize in is small business and non-profit accounting. I like small businesses because you can really get to know the business – I know more about painting than I ever did before, thanks to two of my painting clients. In the 35 years of my accounting career, I worked as an employee of non-profits – both large and small. As a self-employed accountant, I am able to extend this to other non-profits and experience the rewards of seeing the good they do.

I can offer many services to both these types of businesses. I can offer payroll services [angela, perhaps a link to the payroll write up for this] as well as accounting duties (check writing, invoicing, bank reconciliations…the list is endless!!) – either on-site or remotely. Clients can pick and choose what duties they’d like for me to take on. With my training and experience, you can be sure it is done right the first time!

Full-Service Payroll

What is full-service payroll? Glad you asked! I can run your payroll all the way from initial set up of employees to the issuing of year-end W2s and everything in between. I use a product called Intuit Payroll for Accounting Professionals. This product integrates seamlessly with QuickBooks Online and integrates easily with desktop QuickBooks. I can pay your employees, file your tax payments, and answer any troubleshooting questions that may come along.

Quickbooks Training

With QuickBooks tutoring, I show people how to accomplish the tasks necessary to run their operations. So my ability to support client transfer is usually face-to-face and one-on-one. I move from the general (e.g., always balance your business checkbook because that is the key task to running a business) to the specific (e.g., here are the 10 steps from start to finish on how you should balance your checkbook). My experience and training in accounting combined with knowledge of QuickBooks means I can guide you through the sometimes daunting challenge of running your own books.

Tax Preparation

I started doing this by hand for a few friends over 30 years ago. In 2017 I filed over 100 tax returns from individual tax returns to partnerships, S-Corps, C-Corps and non profits. I invest in Drake Tax Preparation software – the best software I’ve seen – which allows me to e-file your return and provideyou with a finished copy.