What will your legacy be? What do you want to leave for the world? If there is something that you care about, perhaps it is worth acting upon, either in life or as a bequest.
You've got your hands full running your business or personal affairs, let alone worry about accounting. I offer more than a full range of traditional accounting services. I also provide advice on what your financial statements mean and how to use them to achieve your goals.
I strive to provide quality services in a timely manner, and to be an innovative problem-solver. My staff and I are professional, experienced and knowledgeable, and share an important common goal - to deliver true value to each client relationship by not simply working for you, but with you.
Managing assets inside of a Charitable Remainder Trust (CRT) takes a good understanding of the workings of a CRT. Small errors have the potential to create big problems. I have the expertise to avoid these problems to ensure the highest quality result.
