Get it done right the first time. Time is.... Money.
Your hard earned money should be allocated correctly and efficiently.
I understand navigating the world of finances may feel overwhelming – we all have forest and tree issues when it comes to ourselves. I am here to provide you with exceptional accounting and financial services as well, as a comforting and reassuring experience.
I am a Certified Public Accountant, who is dedicated to more than just numbers and am dedicated to building relationships and creating a sense of ease in all your financial dealings. With a blend of expertise and empathy, I strive to make every interaction as stress-free as possible.
Whether you’re a business owner seeking to optimize your financial strategies or an individual looking to manage your personal finances, I am there to listen, understand, and guide you every step of the way. From tax planning to financial consulting, I offer a wide range of services tailored to your unique needs.
Professional Bookkeeper Services for Businesses. Ensure accurate records, organized transactions, and financial clarity, empowering your company's growth and success.
Tax Advisory Services to help you navigate complex tax regulations, minimize liabilities, and maximize returns with strategic guidance for individuals and businesses. Taxes are explained in terms you understand - no "tax-speak"!
Our high quality training and support for QuickBooks is to help ensure accurate records, organized transactions, and financial clarity, empowering your company's growth and success. I have experience with numerous bookkeeping/accounting programs for almost 4 decades - my training is focused on your particular needs at a pace appropriate for you in terms you understand - no "gobbliddy-gook accounting terms.
Elevate financial strategy, optimize resources, and drive sustainable growth. CFO services provide expert guidance at an affordable rate. Services are offered for projects, temporary and/or part-time. Perhaps you need assistance closing your books, getting ready for a financial or tax audit, are in transition between Controllers or need the help of someone only part-time.
I believe that trust is the cornerstone of a successful partnership. That’s why I approach each client with transparency, professionalism, and a genuine commitment to your financial (and personal) well-being. Let me take the complexity out of your financial journey, allowing you to focus on what truly matters to you.
With over 3 decades of expertise, I specialize in corporate and individual accounting, taxation, business consulting, strategic planning, cash, and asset/liability management. My mission is to strategically implement tailored solutions and industry best practices to amplify your business’s productivity and profitability.
Knowledge comes from experience and I have 4 decades.
Initial consultations are always free and may include an evaluation of your bookkeeping to see how well you are using your accounting program and/or discuss your tax needs.
"Our HOA used QB Desktop for years, and then migrated to QB Online in May, which was quite disastrous. A non-accountant data entry clerk (me) along with two programs that did not play nice together resulted in a perfect storm. The data in QBO was scary and recognizable, and after spending weeks tearing my hair out with QB support, a tech took pity on me and directed me to Mark’s website. Mark patiently answered all questions and was able to fix the reports so that I was able to keep my sanity and job. Thanks again Mark!!"
"I worked with Mark to assist me with my start up business. I was in desperate need of a tax professional that would be willing to teach me how to use Quickbooks and provide me with tax advice for a small business. Mark exceeded my expectations in so many ways! He is a patient teacher and provided me with solid business advice that resulted in immediate results. Mark is a pleasure to work with and definitely fosters an environment where NO question is considered a "dumb" question. I highly recommend Mark for any Quickbooks education and tax advice regardless of the size of your business."
"Mark has been wonderful to work with, he is very patient and knowledgeable on the software as well as the tax code. He has aided us in cleaning up our books as well as helped to form two new companies that allow us to expand and benefit from the existing tax structure. Mark is quick to respond and has good insight into the matter at hand. He has always been able to aid us to overcome the obstacles in our software. If he is not aware he will research the subject and get the right answer. Mark is well versed in the various technologies and can remotely aid us for a quick training lesson or work on the books. He has been very cost effective for our company."
We use proactive tax planning strategies, including identifying eligible deductions, credits, and timing strategies to minimize tax obligations. By analyzing your financial situation throughout the year, not just at tax time, we help you structure transactions and investments in a tax-efficient way.
We analyze financial records, spot risks, and strengthen internal controls to protect your business and assets.
We review your operations, test records and controls, then deliver a clear report with recommendations.
We organize your financials, prepare accurate returns, and file on time while maximizing deductions.
We handle records, apply current tax laws, and ensure accurate, on-time filing with optimized results.
We guide on cross-border taxes, compliance, and strategies to reduce double taxation and save globally.
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