Connecting the Numbers to the Heart of Your Business.
Certified Public Accountant
Hi, I’m Jennifer.
Let’s begin … from exactly where you are now.
I invite you to focus on the heart-and-soul mission of your business, do what you do best every day, and confidently make necessary financial decisions. Your choices can be rooted in accurate, relevant, and timely financial data that is interpreted clearly.
You don’t need to be a multimillion-dollar enterprise to benefit from an approachable, trusted advisor who can decipher what you need to know – from your balance sheets to profit and loss statements (without getting overly technical).
The numbers in your business’ financial reports tell a story. I am here to help you interpret the financial part of the story to make decisions that are aligned with your own heart-centered approach.
My Mission
To empower individuals, period.
My Vision
Successful entrepreneurs, confident in their financial decision-making
My Promise
To help clients simplify, leverage, and gain control of their accounting functions
How Can We Work Together?
Income Taxes
Compliance = Peace of Mind
With privilege comes responsibility. We enjoy the infrastructure and liberties of living and conducting business in the United States of America. Federal and State income taxes are a requirement and, commonly, one of the largest business expenses. I help you pay the least, legally allowable income taxes on time and efficiently. I have no geographical restrictions across the States.
- Sole Proprietors
- Partnerships
- Corporate: Subchapter S & C
- Trusts & Estates
- Personal
Let's Talk!
Choose an open slot in my calendar for a free 20 minute discovery call.
Let's Talk!
Choose an open slot in my calendar for a free, 20 minute discovery call.
Let's Talk!
Choose an open slot in my calendar for a free, 20 minute discovery call.
Bookkeeping
Tracking progress with an interpreter
Tracking your business income and expenses can take many forms. Before you try to do it yourself, revamp your current system, or hire a bookkeeper, talk to a CPA about the minimum requirements to cover you for income taxes and thorough reports as well as efficient, customizable options. My clients meet with me on a quarterly basis to review the reports from their prior quarter, whether they bookkeep themselves, hire a bookkeeper or engage my bookkeeping services.
Let's Talk!
Choose an open slot in my calendar for a free 20 minute discovery call.
Let's Talk!
Choose an open slot in my calendar for a free 20 minute discovery call.
Let's Talk!
Choose an open slot in my calendar for a free 20 minute discovery call.
VIP Strategy
Trusted Advisor
Connect the numbers to the heart of your business with CPA level advice. Receive deeper interpretation into your financial storyline, build achievable milestones based on industry benchmarking and take a tactical approach to business growth.
Profitability Audit
Start with a profitability audit. Before we can develop a strategy and employ tactics to achieve your desired milestones, we need to be clear about where you are now.
Advisory Services
Monthly, bimonthly, quarterly, or semi-annual meetings to address: How do you want to grow your business? What’s important to you? How do you measure progress? Which areas will you focus on? All the questions on your mind as you implement the plan, whether you know how to ask or not.
Tax Planning
Consider a lifetime of income taxes: years of productivity, life events, succession options, expanding into retirement, and leaving a legacy. Income tax is more than what you owe next April.
When’s the last time you got excited about your financial outlook?
