About Us

I have over 35 years experience in all versions of QuickBooks.  I retired from my Job of 32 years as a Sr Wealth Advisor and Tax Strategist which provided me the opportunity with work numerous clients across a vast group of businesses and industries.  

I moved to Myrtle Beach 4 years ago upon retiring and started my own personal Bookkeeping, Tax and Small Business Accounting services.

I have degrees in Finance and Masters in Taxation.  I spent a bulk of my career providing tax advice reviewing and working on tax returns for Personal, Trust, LLC, Partnership, S-Corp, C-Corp.  I am not a CPA, nor did I ever want to be (LOL); I have however worked on more tax returns that a lot of accountants.  

I have years of experience in setting up new business, registering with the States, obtaining the Federal EIN's.  I have experience in variety of different state taxation rules.  Since relocating from PA to SC; I have created over a dozen new business entities for numerous clients.

I am looking to continue assisting small businesses with the QuickBooks accounting needs and where necessary their tax needs or prepare the financials and trial balances for the clients accountant to file the tax returns.

Working as a small business myself, I understand the needs of businesses and are here to be your personal CFO/Controller and allow you to focus on your business operations