Tax Planning & Returns
Year-round planning and accurate return preparation for individuals and businesses - so April is a confirmation, not a surprise.
Plan ahead with meHow I can help
Accounting services for Northern Colorado.
Everything from a single tax return to running the books for your business - handled by one CPA who knows your name. Pick a service to learn more, or just call and we'll figure it out together.
Bookkeeping
Clean, current books so you always know where your business stands - reconciled monthly and ready when you need them.
Get your books in order
QuickBooks Help & Coaching
Setup, cleanup, and coaching so QuickBooks finally works for you - keep your own books with confidence or hand them off.
Get QuickBooks working Payroll
Reliable payroll that gets your team paid right and on time, with filings handled so you can stop worrying about deadlines.
Take payroll off your plate CFO & Advisory
Entity selection, debt and finance management, and outsourced-CFO guidance to help your business grow on solid footing.
Plan your next move
Financial Life Roadmap
We map your whole financial picture by hand on a single page - income, taxes, debt, business, and goals. Most clients have their lightbulb moment here.
Map your financial lifeThe full list
Everything offered under one roof.
One CPA, one relationship - for your household, your business, or both.
- Tax Planning & Return Preparation
- Bookkeeping
- QuickBooks Help & Coaching
- Payroll
- Debt & Finance Management
- Entity Selection & Restructuring
- CFO & Advisory Services
- Financial Life Roadmap Review
Not sure which service you need? Let's talk.
That's what the first call is for. Tell me what's going on and I'll point you in the right direction - no pressure, no obligation.