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OUR SERVICES

Bookkeeping and other Small Business Accounting Services

As a Certified Public Accountant in North Idaho, I specialize in accurate and efficient bookkeeping services. I ensure that your financial records are organized and I deliver the crucial information for decision-making in a timely and reliable manner. I can untangle the weeds allowing you to focus on growing your business.

QuickBooks Enterprise and Online setup and coaching - many years of experience with these products. Sage Intacct, Sage Intacct Planning, Salesforce, ADP Workforce Now, Paycom are core strengths. Exposure to Peoplesoft and many other GL and HRIS applications.

Fractional Controller and CFO Services

My fractional controller and CFO services provide small and mid-sized businesses with the expertise of a financial executive without the cost of a full-time hire. I help with financial planning, strategic decision-making, and ensuring financial compliance. You get the information you need without paying someone to stand around the water cooler.

Payroll and Compliance

With our payroll and HR compliance services, you can trust that your payroll will be processed accurately and on time. I'll make sure that your business stays compliant with all relevant tax and labor laws and file all payroll tax and wage reports to the respective authorities.

Personal Financial and Tax Planning

Personalized financial planning services are designed to help small business owners secure their financial future. We provide comprehensive strategies for navigating taxes, investments, retirement planning, and wealth preservation.

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