Professional CPA & Advisory for Michigan
When it comes to the financial health of your business or personal estate, finding an advisor you can trust is critical. I provide peace of mind by combining institutional-grade financial precision with personalized, long-term advocacy.
I don’t just process numbers—I build profitable, long-term partnerships. With over 30 years of experience and a University of Michigan pedigree, I help clients manage their finances strategically for decades, not just one tax season. I stay ahead of evolving 2025 regulations to deliver advanced solutions for small businesses, startups, and individuals across Michigan.
My Service Areas
I serve clients throughout the state of Michigan. Below are my primary service counties for local, personalized financial guidance:
My Core Services: Strategic Financial & Advisory Solutions
1.Bookkeeping & Accounting
Accurate financial reporting leads to better business decisions. I manage daily bookkeeping, reconciliations, and monthly reporting so you always have clear financial insight—while you stay focused on growing your business.
Bookkeeping in Livingston County, MI
Bookkeeping in Oakland County, MI
Bookkeeping in Washtenaw County, MI
Bookkeeping in Ottawa County, MI
Bookkeeping in Grand Traverse County, MI
Bookkeeping in Kent County, MI
Bookkeeping in Ingham County, MI
2.Tax Advisory & Planning
I help minimize tax liabilities with proactive, year-round tax planning. From individual filings to complex business returns, I create strategic tax solutions designed to protect income and maximize long-term returns.
Tax Planning in Livingston County, MI
Tax Planning in Oakland County, MI
Tax Planning in Washtenaw County, MI
Tax Planning in Ottawa County, MI
Tax Planning in Grand Traverse County, MI
Tax Planning in Kent County, MI
Tax Planning in Ingham County, MI
3.Business Consulting & Strategy
I provide strategic financial guidance and risk mitigation for local businesses. Through forecasting, analysis, and actionable insights, I help improve productivity, profitability, and long-term stability.
Business Consulting in Livingston County, MI
Business Consulting in Oakland County, MI
Business Consulting in Washtenaw County, MI
Business Consulting in Ottawa County, MI
Business Consulting in Grand Traverse County, MI
Business Consulting in Kent County, MI
Business Consulting in Ingham County, MI
4.Fractional CFO/Controller Services
I offer high-level financial leadership without the cost of a full-time executive. My fractional CFO services include budgeting, cash-flow management, and strategic forecasting to help growing businesses scale confidently.
Fractional CFO Services in Livingston County, MI
Fractional CFO Services in Oakland County, MI
Fractional CFO Services in Washtenaw County, MI
Fractional CFO Services in Ottawa County, MI
Fractional CFO Services in Grand Traverse County, MI
Fractional CFO Services in Kent County, MI
Fractional CFO Services in Ingham County, MI
5.QuickBooks Setup & Support
As a Certified QuickBooks ProAdvisor, I provide professional setup, cleanup, and training to ensure your accounting system is accurate, efficient, and built for growth.
QuickBooks Support in Livingston County, MI
QuickBooks Support in Oakland County, MI
QuickBooks Support in Washtenaw County, MI
QuickBooks Support in Ottawa County, MI
QuickBooks Support in Grand Traverse County, MI
QuickBooks Support in Kent County, MI
QuickBooks Support in Ingham County, MI
6.Payroll Management
I simplify payroll by managing processing, tax withholdings, and compliance. This ensures accuracy, timeliness, and peace of mind—so you can focus on running your business.
Payroll Services in Livingston County, MI
Payroll Services in Oakland County, MI
Payroll Services in Washtenaw County, MI
Payroll Services in Ottawa County, MI
Payroll Services in Grand Traverse County, MI
Payroll Services in Kent County, MI
Payroll Services in Ingham County, MI
7.Estate & Trust Tax Services
I help protect your legacy through specialized estate and trust tax services. By navigating complex regulations, I ensure assets are managed, preserved, and transferred with precision and legal compliance.
Estate Tax Services in Livingston County, MI
Estate Tax Services in Oakland County, MI
Estate Tax Services in Washtenaw County, MI
Estate Tax Services in Ottawa County, MI
Estate Tax Services in Grand Traverse County, MI
Estate Tax Services in Kent County, MI
Estate Tax Services in Ingham County, MI
Get Tax Filing Help
"I believe that trust is the cornerstone of a successful partnership."
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.
More Than 3 Decades of Experience and Skills In:
- Corporate and individual accounting
- Taxation
- Business Consulting
- Strategic planning
- Cash asset and liability management
