Accounting & Bookkeeping Services

I have over 35 years experience in the accounting industry. My firm has become specialized in providing accounting services to smaller businesses, though I also take pride in my work with large businesses. Not only do smaller businesses dominate the local economy of rural Lake County, but they often lack the budget to fund their own accounting departments. I am pleased to have recognized and fulfilled the bookkeeping and accounting needs of smaller businesses.

My firm is passionate about providing my clients exemplary service to ensure that businesses of ALL sizes are successful. Whether you need assistance with setting up QuickBooks or you need us to manage your books for you, I will tailor the right level of service to make sure you are satisfied. Please contact me for an appointment.

Services We Provide:

• On-site QuickBooks Training
• General Ledger
• Payroll
• Federal & State Quarterly Reports
• Sales Tax Returns
• Bank Reconciliations
• Data Entry
• Monthly Financial Statements
• Business Planning and Sustainability
• Valuations
• Consulting
• Fraud Prevention
• Tax Planning