How to Best Manage Your Beneficiary Designations
Leaving an inheritance to your family or friends is not just about passing on assets,...
Jim has a Masters in Accounting and has been helping our clients with tax and accounting services for over 25 years. He believes that the financials of a business can be a dashboard to help manage a business to maximize margins.
Areas of Experience
- Account Reconciliation
- Auditing
- Cash Management
- Consulting
- Controllership
- Financial Reporting
- Financial Analysis
- Financial Management
- Forecasting & Budgets
- General Ledger
- Internal Controls
- Management Reporting
- Public Accounting
- Payroll
- Profit & Loss Responsibility
- QuickBooks’ Pro-Advisor
Essential Tax Tips for IRAs
Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There...
Creating a Financially Organized Life
Here’s how to get a jump-start on creating a system to organize your bills, statements,...
