SERVICES FOR BUSINESSES AND INDIVIDUALS

Licensed CPA in both Florida and Wisconsin. Servicing clients in all parts of the country.

Include:
1. Accounting services both on and off-site.
2. QuickBooks Certified Pro Adviser for both QuickBooks Desktop and QuickBooks Online – Set-Up, Training and Clean-Up
3. Tax Preparation and Planning for individuals, partnerships, corporations - regular and Sub-S
4. Payroll / 1099 - Online service including FREE direct deposit for all employees / 1099 contractors and complete electronic filing of all required government reports

Assisting start-up and privately owned businesses by providing monthly, quarterly and annual accounting services.

My services are targeted towards small and medium-sized companies. I can function as your part-time CFO, your outsourced accountant, tax planner/preparer, QuickBooks trainer, and payroll service provider

As the chief financial officer responsible for the administrative, financial, and risk management operations of the company, which included the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.

The company was initially known as Cardiovascular Computer Systems, LLC.

Responsibilities included the oversight of all finance, accounting, payroll and reporting activities.

Functional responsibility over accounting, financial statement preparation, accounts payable, accounts receivable, payroll. Worked closely with department heads and their staffs, not only to educate them regarding finance and accounting procedures but also to explore how the finance function can support company operations.

Provided CFO / Controller services to small privately held businesses that could not afford the services of a full time CFO or controller. The industries in which the businesses operated included recycling, retail, music festival operators, physician offices and light manufacturing.

The Peltz Corporation was a company in both plant and brokerage operations whose primary items included waste paper and aluminium cans. The operations had offices in Milwaukee, WI and Itasca, IL plus plant operations in multiple cities throughout Wisconsin.

Accountable for the accounting operations of the company, to include the production of periodic financial and management reports and budgets Prepare reliable current and forecasting reports. Set up and oversee the company’s IT system. Manage company controllers and human resources. Interact with and support the marketing and operations departments with appropriate management reports. Work with the external CPA, bankers and insurance agents.