Collaboration makes beautiful music.
Already have a fantastic bookkeeper? Love your tax accountant? Great, I’m happy to work with all of your professionals. Are any players missing from your band? I’ve worked with many throughout my career and I’m happy to refer them for services when needed.
Services
Accounting
I can oversee all aspects of your accounting systems, from establishing a chart of accounts and setting up a general ledger to preparing your year-end financials for an independent audit. Budgeting and projections will help set growth and profitability goals. Your tax planning and returns will be efficient. Controller or CFO for hire projects of any duration welcome. Discrete projects include general ledger conversions, clean-up and training.
Advisory
If you’re just beginning your business process, I can help with entity selection. Analyses around start-up, current operations or potential expansions will help you make the best decisions. Planning around eventual exit strategies can never start too early. For practices with employees, reviewing internal controls and systems can help minimize ongoing risks.
Income Taxes
As a solo practitioner, I focus on Maine resident small businesses and their owners. I help maintain their compliance with the ever-changing tax laws and regulations. In addition to income tax preparation services, small business owners work with me to identify tax savings opportunities and updated income and tax forecasts throughout the year.
Location
Based in southern Maine, I’ve worked primarily with practices in Maine, New Hampshire and Massachusetts. As recent events have taught us, with remote technology we can work together regardless of where we are physically in the United States. For any on-site or in-person meetings, I adhere to all CDC, state and local guidance around COVID-19 precautions.
Pricing
Nobody likes surprise charges on their invoices. Accordingly, I use fixed prices for discrete projects and fixed periodic subscription pricing for ongoing services whenever possible. You will always be provided an upfront price for services, not an estimate.
Satisfaction Guarantee
My work is guaranteed to completely satisfy the client. If you are not completely satisfied with the services performed, I will, at your option, either refund the price or accept a portion of said price that reflects your level of values received. For on-going services, upon payment of each periodic invoice I will judge that you have been satisfied with the preceding period.