SERVICES

I have been providing quality, personalized financial guidance to local individuals and businesses since 2002. My expertise ranges from basic tax management and accounting to more in-depth services such as audits, financial statement preparation, and financial consulting.

About Joseph

I graduated from Ball State University in 1980 and began my career in 1981 with a national CPA Firm, getting certified as a CPA in 1982. After seven years in public accounting, I spent three years as the controller for a startup company in Boulder, CO. From there he took a position as the Chief Financial Officer for a regional title company in Denver, CO, a position I stayed at for eleven years. I started this firm in 2002 in order to provide high level financial services at a reasonable rate to small businesses, individuals and not for profit organizations.

While some basic bookkeeping and data entry functions are delegated to my staff, I remain the sole contact for each of my clients, regardless of size. I have developed a close working relationship with my clients in order to fully understand their business need, help them stay in compliance with tax laws and achieve their financial goals.

 

Contact Me Today

I look forward to helping you with whatever you need