Providing Full Scope Accounting Services for Clients of All Sizes and Business Lines:

Bookkeeping, Payroll (Processing & 941s), Fixed Assets, Depreciation, Write Ups, Valuations, Business Accounting, Partnerships (including Tax Basis analysis), Accounting Research and Policy documentation (GAAP, IFRS, Tax, SEC Laws, FINRA rules and Other Comprehensive Basis of Accounting). Cash Flows, Personal Financials / Net Worth, Estates, Small Business Plans, Quickbooks, Excel, Access, SQL, Business Analysis, Accounting System Evaluations, and much more. Any work you may need from an Accountant or CPA.

Financials and Management Reports, Profitability, Operating Margins, Pricing support / job costing and much more. Service Businesses - Attorneys, Doctors, Advertising, et. al. Wall Street Businesses - Commercial and Investment Banking, Broker-Dealers, Asset Management, Investment Advisory, Capital Markets, Insurance, et. al. contact us.

Businesses of All Sizes and Individuals of All means periodically have needs for certification of their Financials to varying degrees of assurance for Third Party purposes. If you require my services as a CPA I am available to deliver Financial Statement Audits, Reviews and Compilations. In my current capacity I am ready to accept non-issuers for Audits this generally covers the world of all entities who are not trading shares on the markets and would include Private Equity, Asset Management, Investment Advisory and many other similar firms as well as many small and medium sized businesses and individuals - if you are not certain, please ask.

In our future state we are looking to go full scope with PCAOB - the Public Company Accounting Oversight Board so we can cover Audits for Broker-Dealers and Issuers as we deeply enjoy the work of Financial Services along with other elements of our previous experience driven work flow.

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Special Note: If we serve your Firm in a Management Advisory Capacity, that service that would preclude us from performing Audit work for your firm. In cases where advisory services are being performed, we can however provide Audit and Compliance prep. work for SOX et. al. as a consultant.

I attended the 2010 Nationwide IRS Tax Forum for CPE updates on Business and Indivdual IRS Taxes, Estates and Trusts and other special IRS matters like Audits and advanced issues in Federal Taxes. I am linked into a variety of resources for current tax updates at the Federal, State and Local levels. We cover IRS, New York State, Connecticut and other state Taxes at request and are authorized in those states and nationwide as an Authorized IRS E-File Provider. contact us.

I am a 15 years expert in the Fine Art of Controlling with CFO Level skills and significant training in Management Accounting consistent with the CMA designation. This means that I can be a tremendous Asset to your business for Management Strategy, Planning and Analysis. Focus on running your business from the front end as my work will free you to see the big picture and point out the Business opportunities and challenges that exist in your accounting data. If you have reporting, analysis, regulatory or other issues to resolve I have great experience as part of the solution set - bring me in and I will help you to master the challenges at hand for optimal results.

If everything is on course for you, but you sense you can get more from your Accounting Investments in terms of data, efficiency, profitability or portability - call me in I can help you get where you want to be - I have seen the challenges of shops of all sizes in the Service Business arena and I am ready to help - I have probably dealt with your issues before and have a solution at hand - if not I will find it for you - I have done it before and I will do it again.

For your Accounting, Reporting, Regulatory, Compliance or related technology issues contact us.

We live in an evolving time of rapid changes and the work has never been more challenging (or interesting) for any Professional connecting with the opportunity to use the flow of information as an opportunity to become a better informed Financial Decision Maker. As our business is the business of supporting financial decision makers choosing to serve the broad line of Government, Industry, Non Profits and Individauls, wide ranging insight is of key importance.  We use Communications and Research as a platform to provide customized services that can focus in on client needs. This process includes considerable Accounting Industry and Government Compliance Research along with other channels for supporting and connecting Decision Makers. Communications are key to the role of supporting Financial Decision Making. From the complex to the common ground we work with Communications for Research. Find us on the web on facebook, linkedin , twitter and for ready updates on tumblr . This practice is a practice that very actively uses broad research for Client Services support with the opportunity to assist productively and constructively on needs we all share through governance.