Services
If you’re looking for a firm that will focus on your needs, and treat you like a client that matters.
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Our firm as small enough to offer professional services, to give you the attention that you deserve.
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We will thoroughly and conscientiously study your personal situation, tailor our advisory services to your specific needs while keeping frugality and taxes in mind.
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Award-winning entrepreneurial accountant offers
Bookkeeping with Taxes in mind
Bookkeeping
If you are a small business or just starting in business, we can provide bookkeeping services to ensure smooth operation of the financial side of your business. As your business grows and changes, we provide input to make sure your accounting systems keep pace with your business needs. We will coordinate with your accountant as part of a team.
- Real Estate Residential Bookkeeping
- Personal residences
- Multi-family
- Second homes
- Contractors
- Investors
Certified Senior Advisor
A Certified Senior Advisor helps uncover new opportunities, resolve challenges to think creatively and strategically for the senior market. The advisor shares wisdom and experiences working with clients. They provide actionable advice that matches client’s goals. We offer solutions and referrals to the correct professional for their needs which are different from the general population.
Example: Housing situation. Many can no longer keep up the maintenance of their homes or apartments. Their children are raised with families of their own. They may not live close. Who and where do they human interactions? Whom can they rely on?
This single issue ‘Housing’ brings up so many questions. Selling home. Moving. Relocating. Where to live? What type of facility? Develop new friendships. It is a hassle and inconvenient for most people, but for the aging senior it’s traumatic.
The many other issues that plague seniors like transportation, nutrition, spirituality, grief/loss, or keeping busy with years in retirement through work or hobby.
A CSA therefore is a trusted and caring advisor. They work with professionals in many disciples such as estate attorneys (taxes), realtors (housing), as well as the caregivers (finances).
- Bookkeeping for senior market
- Record keeping services for the caregivers
- A team member to:
- Estate attorneys
- Accountants
- Insurance agents
- Real estate agents
- Nursing homes
- Other professionals as needed