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Friendly and Organized Bookkeeper/CPA Ready to Simplify Your Finances! (Boulder)
license info:
CPA, M.T.
offered in person
offered virtually
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As a dedicated and friendly bookkeeper, I offer personalized financial services tailored to meet your needs. With a keen eye for detail and a passion for organization, I will ensure your financial records are accurate, up-to-date, and easy to understand.
Services Offered:
Tax Services:
• Individual Tax Return Preparation – Accurate, compliant, and tailored to your financial situation.
• Tax Audit Representation – Full support before IRS and state agencies, minimizing penalties and interest.
• Charitable Trust Reporting – Specialized expertise in CRTs, including dissolution and compliance.
• Year-Round Tax Concierge – Ongoing support for tax planning, filings, and questions whenever needed.
Auditing Services:
• Financial Statement Audits – Independent verification of accuracy and compliance with GAAP standards.
• Compliance Audits – Specialized audits for Colorado special districts and statutory requirements.
• Internal Control Reviews – Identify weaknesses and recommend improvements in financial processes.
• Agreed-Upon Procedures – Customized audits tailored to specific client or regulatory needs.
Bookkeeping Services:
• Monthly bookkeeping and financial statement preparation
• Accounts payable and receivable management
• Reconciliations of bank and credit card accounts
• Customized reporting to help you make informed business decisions
• Budgeting and forecasting assistance
• Payroll processing and compliance including establishing payroll accounts as necessary
• QuickBooks / Xero setup and training
With years of experience and a commitment to providing excellent customer service, I pride myself on being approachable and easy to work with. I believe that clear communication and a friendly attitude can make financial management a breeze!
Why Choose Me?
• Organized and detail-oriented
• Strong background in finance and accounting
• Timely and accurate services
• Flexible scheduling to accommodate your needs
• Reasonable rates
Let me help you take control of your financial health! Whether you’re a small business owner needing bookkeeping or seeking assistance with tax services and personal finances, I’m here to support you every step of the way. As a real person, not a faceless outsourcing company, I take pride in building strong relationships with my clients and ensuring that you receive the attention and care you deserve.
Contact me today to schedule a free consultation!
Let’s discuss how I can help simplify your financial life!