Summary of Professional Services Offered


  • Bookkeeping
  • Full Payroll Services
  • Filing System Set Up
  • QuickBooks Training/Set Up

Tax and Financial Planning

  • Income Tax Preparation/Planning
  • Financial Planning/Investments
  • Fixed Asset Management
  • Year-End Reports

Products Supported:

  • QuickBooks Basic, Pro, Premier, and Enterprise
  • QuickBooks Premier: Special Editions
  • QuickBooks Enhanced or Assisted Payroll
  • QuickBooks Online

Professional Designation

  • Certified QuickBooks ProAdvisor
  • Registered Tax Return Preparer
  • Bookkeeper
  • Educator/Trainer

My hourly rate is $75 per hour with a 3-hour minimum. I offer flexible hours. Let’s make this year’s tax preparation flow considerably smoother than in previous years.

When purchasing supplies from Intuit, you will receive substantial savings when you mention you are working with a QuickBooks ProAdvisor.

Call for more details and a one-hour free consultation. Clients’ privacy is always assured.

Free Consultation
Call: (916) 965-1331