SERVICES
I have been providing quality, personalized financial guidance to local individuals and businesses since 2002. My expertise ranges from basic tax management and accounting to more in-depth services such as audits, financial statement preparation, and financial consulting.
Small Business Accounting
Bookkeeping • Bank Reconciliation • Financial Statement Preparation • Individual Consultation
Tax
QuickBooks
QuickBooks Set-up • QuickBooks Training • QuickBooks Tune-up • QuickBooks Answers
Advisory
New Business formation • Business Valuation • Internal Controls
Non-profit
Tracking Systems • Payroll • Financial Statements • 990 and 990T Prep • File Tax-exempt
Personal Financial Planning
Retirement Planning • College Planning • Estate Planning • Insurance Assessment • Investment Planning
About Joseph
I graduated from Ball State University in 1980 and began my career in 1981 with a national CPA Firm, getting certified as a CPA in 1982. After seven years in public accounting, I spent three years as the controller for a startup company in Boulder, CO. From there he took a position as the Chief Financial Officer for a regional title company in Denver, CO, a position I stayed at for eleven years. I started this firm in 2002 in order to provide high level financial services at a reasonable rate to small businesses, individuals and not for profit organizations.
While some basic bookkeeping and data entry functions are delegated to my staff, I remain the sole contact for each of my clients, regardless of size. I have developed a close working relationship with my clients in order to fully understand their business need, help them stay in compliance with tax laws and achieve their financial goals.
Contact Me Today
I look forward to helping you with whatever you need