Client Support Network

You or your company may have established relationships with an outside accounting firm, banker, software provider or other business partners. I can work with your existing network of business related professionals.

In many instances I work with public accounting firms (CPA) or the person preparing your taxes. CPA firms have contacted me to help their clients prepare better financial records to improve their audit/attest function or prepare a client’s tax returns.

Bankers have contacted me because their clients need assistance in preparing or interpreting financial statements in order to arrange financing.

However, should you need additional professional support, I can recommend and introduce you and your company to an extensive list of service providers who specialize in small to medium size businesses including:

  • Banking
  • Payroll services
  • Accounting software
  • Computer support — including networking
  • Business insurance — both general and health
  • Employee benefits
  • Legal services
  • Litigation and Business valuations
  • Personal, financial and estate planning