Services
Financial expertise that works as hard as you do
From tax season to year-round strategy, I offer the services Western North Carolina small business owners need to stay compliant, save money, and grow with confidence.
Business advisory & bookkeeping
Know your numbers. Grow your business.
Clean books and smart strategy are the foundation of every successful small business. I give you both — so you always know where you stand and where you're headed.
Monthly Bookkeeping
Accurate, up-to-date books every month — so you always have a clear picture of your business finances without the headache.
Financial Statement Preparation
Professionally prepared income statements, balance sheets, and cash flow reports that give you real insight into your business performance.
Cash Flow Management
Understand where your money is going and plan ahead. I help you manage cash flow so you can cover expenses, invest in growth, and sleep at night.
Business Advisory & Consulting
From pricing strategy to expansion planning, I'm a trusted sounding board for the financial decisions that shape your business.
QuickBooks Setup & Training
Get set up right from the start. I configure QuickBooks for your business and train you (or your team) to use it effectively.
Payroll Support
Accurate, on-time payroll processing and reporting — keeping your employees happy and your business compliant.
Fractional CFO & Controller
Executive-level finance without the full-time cost.
Growing businesses need strategic financial leadership — but not every business is ready for a full-time CFO or Controller. I step in as your part-time financial executive, giving you the insight, oversight, and guidance that drives confident decisions and sustainable growth.
Financial Strategy & Planning
Long-range financial modeling, scenario planning, and goal-setting to align your finances with your business vision.
Budgeting & Forecasting
Build realistic budgets and rolling forecasts so you can anticipate challenges, seize opportunities, and stay on track.
KPI Development & Reporting
Identify the metrics that matter most for your business and get clear, actionable dashboards delivered on a regular cadence.
Cash Flow Optimization
Proactive cash flow management to ensure you always have the liquidity to operate, invest, and grow — without surprises.
Accounting Oversight & Controls
Controller-level review of your accounting processes, internal controls, and month-end close to ensure accuracy and compliance.
Lender & Investor Readiness
Prepare financial packages, projections, and narratives that instill confidence in lenders, investors, and potential partners.
Individual & Business Tax Returns
Accurate, thorough preparation for sole proprietors, LLCs, S-corps, partnerships, and more.
Year-Round Tax Planning
We don't just file and forget. I work with you throughout the year to identify opportunities and reduce your tax liability before it's too late.
Estimated Tax Payments
Never get caught off guard by a big quarterly bill. I calculate and schedule your estimated payments so you always know what's coming.
IRS Correspondence & Notices
Received a letter from the IRS? Don't panic. I handle correspondence and help you respond quickly and correctly.
Multi-State Tax Filing
Do business across state lines? I navigate multi-state filing requirements so you stay compliant everywhere you operate.
Tax Strategy for Growth
As your business grows, your tax strategy should evolve. I help you structure decisions — from hiring to equipment purchases — with tax efficiency in mind.
Tax planning & preparation
Stop dreading tax season
Taxes don't have to be stressful. With proactive planning and meticulous preparation, I help you minimize your tax burden, avoid surprises, and stay fully compliant — all year long.
How it works
Getting started is easy
Free consultation
We start with a no-obligation 30-minute call to understand your business, your goals, and how I can help.
Custom plan
I put together a tailored service plan and clear pricing — no surprises, no hidden fees.
Ongoing partnership
We get to work. You get a dedicated CPA in your corner, available when you need answers.
Not sure which services you need?
That's what the free consultation is for. Let's talk through your situation and figure out the best path forward together.