Who I am
I can help you with monthly budgeting and cash flow planning. I believe that the knowledge of your periodic income and expenses will reduce financial stress and worries. I also do bookkeeping and payroll for small clients.
I am a retired CPA with experience in financial matters for a variety of clients.
I’m not a practicing CPA nor am I an investment expert but simply an advisor that can assist you with planning your personal finances.
Your personal cash flow planning involves a listing that shows your expected monthly income and expenses. With a bit of knowledge about your situation, I can help you set up such a listing that will tell you where your funds are spent and give you an idea of your monthly cash flow.
Knowing your monthly cash flow can lead to anticipating your Federal and State tax liabilities.
Contact us
Interested in working together? Fill out some info and I will be in touch shortly. I can’t wait to hear from you!