Certified Public Accountant and Virtual CFO in Central Pennsylvania


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 Virtual CFO

 Financial Reporting and Analysis

 Income Tax Services

 QuickBooks Set-Up and Training

 Payroll and Sales Tax

 Financial Planning

 Virtual CFO

There are times when every business requires a knowledgeable, insightful, and experienced financial resource to help it take full advantage of opportunities and avoid costly errors.  

Not all businesses need or can afford to have this capability available full-time. 

As a virtual or "on-call" Chief Financial Officer, I can bring the needed financial expertise to your business as you need it, whether on a regular schedule or only during critical times in the course of business. 

 Financial Reporting and Analysis

​All businesses need accurate and timely financial reports to assess performance and make needed corrections as the year progresses, but many businesses  learn their financial results only after year end when the income tax return is prepared.  Not only is it too late to take any action for that year, several months of the new year have already passed. 

Don't be a victim of "bank balance accounting".  You can't run your business optimally or maximize profits if the only financial information you have is your bank balance.

You need to know where you want to go and where you are on the path to get there.

I can help you establish meaningful targets for all aspects of financial and other business performance and put plans in place to meet those targets.

I can help you setup reports, dashboards, and balanced scorecards so you can quickly and efficiently assess  performance against targets and determine if corrective actions are needed.

 Income Tax Services

Business Income Tax Returns

Business Tax Planning

Personal Income Tax Returns

Personal Tax Planning

Estate and Trust Tax Returns

 QuickBooks Set-Up and Training

Selecting the right version of Quickbooks, choosing the add-ins you need, setting it up, and using it optimally can be a daunting effort.  I am a QuickBooks Certified ProAdvisor in all of the desktop and online versions.

I can help you with:

Selection and Implementation

Initial and Periodic User Training

Workflow Streamlining and Optimization

Customization of Reports and Dashboards

File Cleanup and Archiving 

View My QuickBooks ProAdvisor Profile

 Payroll and Sales Tax

Payroll Setup

Payroll Processing

Payroll Tax Returns

Sales Tax Setup

Sales Tax Returns

 Financial Planning

Financial planning takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals, so it’s important to have a unique plan that works for you and your financial situation, both now and in the future.

I'm Ready to Join Your Team
and Help You Achieve Your Business and Personal Financial Goals.
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