Consulting Services for Small Businesses

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I help business owners with their financial management information systems. When managers have the correct information flows, they can make the correct decisions (I instinctively trust the intuition of the contractor). As a virtual CFO, I help business owners and their employees with the following major areas of their business:

• Estimating
• Job Costing
• Budgeting/Planning
• Financials

I file Individual, Corporate, and Partnership returns. 

It is not too late to file for the Employee Retention Credit (ERC). Contact me today to determine your eligibility. Even if you have been told you are not eligible, it is worth obtaining a second opinion from a professional. The credit can be substantial.
WATCH OUT FOR BAD ACTORS! The IRS has listed the ERC at the top of their list of annual “Dirty Dozen” tax schemes. It is critical that you work with a professional that understands this program and can help you determine if you are really eligible. Filing for the ERC when you are in fact ineligible can result in substantial penalties and interest. Do not work with any consultant that works on either a commission basis or a contingent fee basis: these practices are ethical violations.