Services
I'm a CPA licensed in Virginia with 3 decades of experience, including years as a controller and CFO inside companies.
Pick the service that matches where you are. If you're not sure, book a call and I'll tell you which one fits.
For individuals, families, freelancers, and business owners.
Your federal and state returns, prepared for a flat price you know before I start.
For businesses that have outgrown a spreadsheet or a part-time helper.
Your transactions coded and your accounts reconciled, so you can trust your books without checking them yourself.
For businesses that need reliable numbers every month.
A monthly close with reports you can read, without hiring a full-time controller.
For owners making bigger decisions about growth, cash, pricing, or raising money.
Budgeting, forecasting, and cash planning from someone who has held the seat.
Not sure which one you need?
Book a free call and tell me what you're trying to fix. I'll point you to the right service.